Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Deppey has been in the financial services industry since 1996 and is currently registered with Missionsquare Retirement. Lisa has a variety of certifications and experience, including Series 6, 7TO, 26, 63, and 65. She is licensed in Colorado and Utah. Previously, Lisa worked for Benefitcorp Equities, Inc., and The Great-West Life Assurance Company. Missionsquare Retirement is an investment advisor that specializes in portfolio management for individuals and businesses. The firm manages over $6 billion in assets for 59,323 clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/18/2002 - Present
Missionsquare Retirement (HIGHLANDS RANCH CO)
CO
11/29/1996 - 06/18/1999
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/07/1996 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 10/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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