Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Emling is a financial advisor registered with LPL Financial LLC, located in Eldorado, Illinois. Lisa has been in the financial services industry since 1993 and has worked with various financial institutions before joining LPL. Lisa has a broad range of experience serving clients, including individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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
IL
06/25/2018 - Present
LPL Financial LLC (ELDORADO IL)
IL
07/25/2007 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (MARION IL)
IL
09/08/2005 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (MARION IL)
MO
01/08/2001 - 09/07/2005
EDWARD JONES (ST. LOUIS MO)
MA
01/04/1993 - 01/22/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/04/1993 - 01/22/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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