Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McCullough is a registered representative and investment advisor representative with Planmember Securities Corp. and CS Planning Corp. Lisa has been in the financial services industry since 2021. Lisa has a Series 66 license and has completed the General Securities Representative Examination and the Securities Industry Essentials Examination. Lisa is based in East Wenatchee, Washington and has a branch office location in East Wenatchee, Washington with Planmember Securities Corp. Lisa is also a registered representative in Texas through CS Planning Corp. Lisa has a strong background in investment and retirement planning and provides investment advisory products through CS Planning Corp.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/03/2022 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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