Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Christie is a financial advisor with over 27 years of experience in the financial services industry. Lisa is currently registered with LPL Financial LLC and has been with the firm since 2009. Prior to that, Lisa worked for Associated Securities Corp., Securian Financial Services, Inc. and Pruco Securities Corporation. Lisa is licensed in 13 states and holds the Series 6, Series 63 and SIE licenses. Lisa specializes in providing financial advice 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
09/08/2009 - Present
LPL Financial LLC (HOFFMAN ESTATES IL)
IL
10/12/2007 - 09/08/2009
ASSOCIATED SECURITIES CORP. (HOFFMAN ESTATES IL)
IL
08/09/1996 - 07/27/2007
SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)
NJ
01/04/1995 - 08/06/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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