Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Schebler is a registered representative and investment advisor representative with Wellth Advisory Services, LLC. Lisa has been in the financial services industry since March 16, 1992. Lisa has experience working with clients in a variety of industries, including insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Lisa also has experience working with a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds.
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
IL
07/23/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IA
08/12/2014 - 11/02/2023
KESTRA INVESTMENT SERVICES, LLC (Davenport IA)
IA
11/01/2007 - 08/12/2014
FINANCIAL TELESIS INC (DAVENPORT IA)
IA
06/11/2003 - 11/06/2007
PRINCOR FINANCIAL SERVICES CORPORATION (DAVENPORT IA)
IA
03/12/1992 - 06/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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