Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hultquist is a Registered Representative with Invesco Advisers, Inc., a firm with over $746 billion in assets under management. Lisa has been in the financial services industry since 1989 and has held numerous registrations, including Series 6, 7, 63, 66, 79TO, and SIE exams. Lisa has a broad range of experience and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
01/01/2010 - Present
Invesco Advisers, Inc. (Michigan City IN)
NY
01/10/1994 - 04/27/1998
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
05/31/1988 - 01/10/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/31/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 08/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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