Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Knutson is a financial advisor in Green Bay, WI with RBC Capital Markets, LLC. Lisa has been in the industry since March 6, 1987. Prior to joining RBC Capital Markets, Lisa was a financial advisor at J.P. MORGAN SECURITIES LLC from October 1, 2012 to February 16, 2022.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WI
02/17/2022 - Present
RBC Capital Markets, LLC (Green Bay WI)
WI
10/01/2012 - 02/16/2022
J.P. MORGAN SECURITIES LLC (Green Bay WI)
WI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)
IL
06/05/1993 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/01/1993 - 05/21/1993
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
12/08/1988 - 05/06/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
04/28/1988 - 12/22/1988
SECURA INVESTMENTS, INC.
NA
11/17/1988 - 12/14/1988
BLUNT ELLIS & LOEWI INCORPORATED
NA
01/10/1987 - 03/16/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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