Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Clunas is a financial advisor at D.a. Davidson & Co. with over 30 years of experience in the industry. Lisa is currently registered with the Securities and Exchange Commission (SEC) and several states, including Oregon, California, Colorado, Florida, Georgia, Idaho, Minnesota, Montana, Nevada, Ohio, Tennessee, Texas, Utah and Washington. Lisa has held several previous positions in the industry including Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Piper Jaffray & Co. and U.S. Bancorp Investments, Inc. Lisa's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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OR
02/21/2019 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
03/30/2009 - 02/14/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PORTLAND OR)
OR
01/01/2008 - 03/30/2009
WACHOVIA SECURITIES, LLC (PORTLAND OR)
OR
12/01/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
MN
05/24/2000 - 07/07/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
03/17/1999 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/03/1997 - 01/08/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
01/07/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
OR
01/23/1990 - 08/12/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BC
Issued 03/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/27/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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