Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Siemering is a financial advisor at Cetera Investment Advisers LLC in Bellevue, Washington. Lisa has over 20 years of experience in the financial services industry, having previously worked at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Waddell & Reed, PaineWebber Incorporated and GNA Securities, Inc. Lisa is a licensed investment advisor representative and holds Series 6, 7, 63 and 65 licenses. Lisa is committed to providing personalized financial planning and investment management services to individuals, families, and businesses.
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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WA
05/09/2024 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
12/01/2023 - 04/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
07/21/2021 - 06/08/2023
LPL FINANCIAL LLC (LYNNWOOD WA)
WA
07/18/2017 - 07/21/2021
WADDELL & REED (LYNNWOOD WA)
NJ
09/02/1997 - 04/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
VA
02/19/1993 - 09/15/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 09/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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