Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Irene Fugate is a financial advisor with Northwestern Mutual Investment Services, LLC. Lisa has been in the financial industry for over 2 years. Lisa is licensed in 28 states and has passed the Series 7TO, Series 63, and SIE exams. Lisa's office is located in Denver, Colorado at 1873 S BELLAIRE ST, STE 1600.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CO
04/27/2022 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
BC
Issued 05/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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