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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Elizabeth Hudson is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been in the financial services industry since 2000 and has a wide range of experience. She is registered with FINRA and the state of Minnesota. She is also a Series 7, Series 24, Series 4, and Series 63 licensed. Lisa has worked with several other firms throughout her career, including Dougherty & Company LLC, Ameriprise Financial Services, Inc., American Enterprise Investment Services Inc., and Piper Jaffray & Co. Lisa specializes in portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
05/15/2018 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
08/04/2014 - 04/27/2018
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
10/26/2011 - 07/02/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/24/2006 - 07/02/2014
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
08/28/2000 - 07/13/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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