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 Dollerschell conwell is a financial advisor with Private Advisor Group, LLC, and has been working in the financial services industry since 2000. Lisa Marie Dollerschell conwell has experience working with individuals, businesses, and retirement plans. Lisa Marie Dollerschell conwell is registered with the state of Wisconsin and holds a Series 6, 7, 63, 65, and 66 license. Lisa Marie Dollerschell conwell is also a registered representative of LPL Financial.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/26/2017 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
WI
02/16/2015 - 05/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)
WI
12/02/2009 - 01/14/2015
VSR FINANCIAL SERVICES, INC. (MADISON WI)
WI
01/04/2007 - 12/04/2009
WHAFS EQUITIES CORPORATION (MADISON WI)
WI
07/06/2001 - 11/20/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)
NY
02/29/2000 - 07/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
11/22/1999 - 01/11/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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