Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Medved is a financial advisor registered with The Huntington Investment Co. based in MENTOR, OH. Lisa has been in the financial industry since 2001. Lisa has a Series 6, SIE and Series 63 license. Lisa holds her license in Ohio. The Huntington Investment Co. is a Registered Investment Advisor with the SEC and offers a variety of financial services, including portfolio management for individuals 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/01/2007 - Present
THE Huntington Investment Co. (MENTOR OH)
CA
06/12/2006 - 08/01/2007
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IL
07/06/2005 - 08/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/28/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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