Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Guzek montagne is a financial advisor who has been in the industry since 1985. Lisa is currently registered with LPL Financial LLC and Guzek Asset Management. Lisa is licensed to provide financial services in many states and has a wide range of experience in investment advisory services. Lisa can provide financial planning services, portfolio management for individuals and businesses, and educational seminars. Lisa's expertise and experience can help you achieve your financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
05/18/1999 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
11/20/1985 - 08/04/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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