Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Becker is a financial professional with over 10 years of experience in the industry. Lisa is currently registered as a Registered Investment Advisor (RIA) in Kansas and is associated with AE Wealth Management, LLC. Lisa is also a registered representative of Madison Avenue Securities, LLC and is licensed to provide financial advice in Kansas. Prior to joining AE Wealth Management, LLC, Lisa was associated with Gradient Securities, LLC and National Planning Corporation. Lisa has passed several industry exams, including the Series 63, Series 65, and Series 6 exams. Lisa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Lisa is committed to helping her clients achieve their financial goals.
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
KS
11/01/2023 - Present
AE Wealth Management, LLC (Topeka KS)
KS
02/14/2018 - 11/12/2018
MADISON AVENUE SECURITIES, LLC (Topeka KS)
KS
09/09/2014 - 04/11/2017
GRADIENT SECURITIES, LLC (Topeka KS)
KS
07/09/2010 - 09/10/2014
NATIONAL PLANNING CORPORATION (TOPEKA KS)
IA
Issued 10/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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