Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wagner is a financial advisor with Edward Jones, a firm that has been in business for over 100 years. Lisa has been in the financial industry since 2014 and has a strong track record of success. She has a strong commitment to providing personalized service to each of her clients. Lisa has a wide range of experience, having previously worked at Concourse Financial Group Securities, Inc. and Fifth Third Securities, Inc. Lisa is dedicated to helping clients reach their financial goals, whether they are saving for retirement, planning for college, or simply looking for ways to protect their assets. Lisa is committed to staying informed about the latest developments in the financial industry and using her knowledge to help clients make informed decisions about their money.
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.
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.
See schedule d - miscellaneous
1
2
KY
08/28/2024 - Present
Edward Jones (Ft Thomas KY)
KY
01/26/2015 - 03/09/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (COVINGTON KY)
KY
08/04/2014 - 01/02/2015
FIFTH THIRD SECURITIES, INC. (INDEPENDENCE KY)
BOTH
Issued 07/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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