Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Newell is a financial advisor with American Enterprise Investment Services Inc. Lisa has been in the financial industry since 2003. Lisa holds a Series 6, 7, 24, and 66 license. Lisa is registered to conduct business in Minnesota. Before joining American Enterprise Investment Services Inc., Lisa was with Ameriprise Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
MN
01/30/2017 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
03/02/2015 - 01/30/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/21/1997 - 10/15/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/25/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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