Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Micklevitz is a financial advisor associated with LPL Financial LLC. Lisa has been in the financial services industry since December 31, 2007. Lisa holds a Series 7 and Series 66 licenses, along with a Series SIE license. Lisa is registered in 19 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, North Carolina, Ohio, Tennessee, Virginia, Washington, West Virginia, and Wisconsin. Lisa is also registered as an Investment Advisor Representative in Illinois. Lisa has been associated with LPL Financial LLC since November 2012. Prior to that, Lisa was associated with WELLS FARGO ADVISORS, LLC. and A. G. EDWARDS & SONS, INC.. Lisa provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and consulting and other non-discretionary advisory services.
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
11/12/2012 - Present
LPL Financial LLC (MCHENRY IL)
IL
01/01/2008 - 11/13/2012
WELLS FARGO ADVISORS, LLC (WOODSTOCK IL)
IL
01/01/2008 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WOODSTOCK IL)
BOTH
Issued 04/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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