Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rhee is a financial professional with over 23 years of experience in the industry. Lisa is currently registered with Cascadia Capital, LLC. Prior to joining Cascadia Capital, LLC, Lisa was registered with Chase Investment Services Corp. and WAMU Investments, Inc. Lisa has earned the Series 27, SIE, and Series 99TO licenses.
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
WA
09/10/2009 - Present
Cascadia Capital, LLC (SEATTLE WA)
WA
05/02/2009 - 07/31/2009
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
08/20/1999 - 05/02/2009
WAMU INVESTMENTS, INC. (SEATTLE WA)
BC
Issued 08/13/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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