Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lamarche is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been in the financial industry for over 20 years and has a strong track record of success. She is registered to provide investment advice in 13 states, and is also a Certified Financial Planner. Lisa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Before joining Ameriprise, Lisa worked at LPL FINANCIAL LLC and SUNAMERICA SECURITIES, INC.. She has a wide range of experience in the financial services industry and is dedicated to helping her clients build a secure financial future.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
DE
06/15/2020 - Present
Ameriprise Financial Services, LLC (WILMINGTON DE)
DE
11/30/2001 - 07/08/2020
LPL FINANCIAL LLC (GREENVILLE DE)
AZ
10/05/1999 - 12/04/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
03/03/1999 - 10/06/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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