Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Gaddis is a financial advisor registered with Ameriprise Financial Services, LLC. Lisa has been in the financial industry since November 1995. Lisa has earned the Certified Financial Planner designation and has a long history of working with individuals, high net worth individuals, trusts/estates, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC is a large firm headquartered in Minneapolis, Minnesota with over $479 billion in regulatory assets under management. They offer financial planning, asset allocation services, educational seminars, pension consulting, and 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
AL
03/08/2016 - Present
Ameriprise Financial Services, LLC (BIRMINGHAM AL)
MN
12/01/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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