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 Drake is a retirement plan consultant with Sageview Advisory Group, LLC. Lisa has been in the financial services industry since 2004 and has experience with several firms, including LPL Financial LLC, Sagepoint Financial, Inc., CBIZ Financial Solutions, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, Charles Schwab & Co., Inc., Lincoln Investment Planning, Inc., and Nathan & Lewis Securities, Inc. Lisa has a strong background in financial planning, portfolio management, and pension consulting. She has worked with a variety of clients, including individuals, corporations, and charitable organizations. Lisa is committed to providing her clients with the highest quality of service and is dedicated to helping them achieve their financial goals.
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.
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.
1
2
FL
07/29/2019 - Present
Sageview Advisory Group, LLC (West Palm Beach FL)
FL
05/13/2011 - 10/26/2018
LPL FINANCIAL LLC (MAITLAND FL)
FL
03/21/2011 - 05/18/2011
SAGEPOINT FINANCIAL, INC. (MAITLAND FL)
OH
06/05/2006 - 06/04/2009
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
FL
10/13/2004 - 04/27/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
10/13/2004 - 04/27/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
04/21/2004 - 08/24/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
03/01/2002 - 04/08/2003
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
09/18/2001 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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