Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McBride is a financial advisor who has been in the industry since 2014. Lisa is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise, Lisa was a financial advisor at Waddell & Reed, Inc. in Beaverton, Oregon. Lisa holds Series 6, 7, 63, 65, and 66 licenses, as well as the SIE exam. Lisa specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
OR
02/07/2023 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
03/11/2019 - 06/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PORTLAND OR)
OR
11/23/2004 - 09/03/2010
WADDELL & REED, INC. (BEAVERTON OR)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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