Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Blevens is a financial advisor with Osaic Institutions, Inc. Lisa has been in the industry since 2000 and is registered with the state of Minnesota. Lisa holds the Series 6, Series 7, Series 63, and Series 66 licenses and the SIE exam. Osaic Institutions, Inc. is an investment firm based in Meriden, Connecticut. Lisa is a financial advisor who provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MN
05/14/2019 - Present
Osaic Institutions, Inc. (Bloomington MN)
MN
03/16/2017 - 05/03/2019
TD AMERITRADE, INC. (ST. PAUL MN)
MN
02/16/2012 - 02/09/2017
CUNA BROKERAGE SERVICES, INC. (N ST. PAUL MN)
MN
07/27/2009 - 05/17/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
12/07/2007 - 06/18/2009
U.S. BANCORP INVESTMENTS, INC. (BURNSVILLE MN)
MN
07/30/2002 - 12/03/2007
INVEST FINANCIAL CORPORATION (EAGAN MN)
MN
03/01/1999 - 10/22/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 04/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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