Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McCue is a financial advisor with over 20 years of experience in the financial industry. Lisa is currently registered as a registered representative and investment advisor representative with Cetera Investment Advisers LLC in Milton, WI. Previously, Lisa has held similar positions with LINSCO/PRIVATE LEDGER CORP. and BANC ONE SECURITIES CORPORATION. Lisa has passed exams for Series 6, 7, 63, and 65, as well as the SIE exam. Lisa also holds a position as a Personal Banking Officer with First Community Bank in Milton, WI.
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.
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
WI
02/10/2017 - Present
Cetera Investment Advisers LLC (Milton WI)
SC
08/31/1999 - 05/12/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
03/11/1998 - 02/19/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 02/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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