Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa L. Hanline has been in the financial services industry since 1991 and is a Registered Representative with Raymond James Financial Services Advisors, Inc. Lisa is a licensed professional in the state of North Carolina and maintains a license in 14 states. Lisa is also a Registered Investment Advisor in North Carolina. Lisa's firm has several specializations including, financial planning, pension consulting, educational seminars and selection of other advisers. Lisa's firm has a significant amount of assets under management, primarily serving high net worth individuals, corporations, and pension and profit sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CHARLOTTE NC)
WI
12/05/1992 - 12/18/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
04/16/1991 - 07/16/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 07/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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