Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wykert is a financial professional who has been in the industry since May 2013. Lisa is currently registered with American Enterprise Investment Services Inc. and Ameriprise Financial Services, LLC. Lisa has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Lisa is registered with FINRA and has an active Series 99 registration.
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.
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.
1
2
MN
05/12/2016 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Lisa Wykert is the right advisor for you? Invested Better is here to help.
