Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Luebeck is an Investment Advisor Representative at J. W. Cole Advisors, Inc. located in Tampa, Florida. Lisa has over 3 years of experience in the financial services industry. Lisa holds both Series 6 and 63 securities licenses. In addition to her Series 6 and 63 licenses, Lisa has passed the Series 65 Uniform Investment Adviser Law Examination. Lisa's primary focus is on providing financial planning, investments, and insurance advice to clients. She is also a freelance musician and has a passion for helping clients achieve their financial goals. Lisa Luebeck is committed to providing her clients with personalized service and helping them make informed financial decisions.
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.
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 consulting
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.
1
2
FL
05/15/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MN
06/05/2017 - 05/15/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLOOMINGTON MN)
MN
12/09/2016 - 05/18/2017
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
IA
Issued 04/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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