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 Kirby is a financial advisor at Osaic Wealth, Inc. based in Pendleton, Indiana. Lisa has been working in the financial services industry since 2002 and holds multiple licenses including Series 6, 63, and 65. Lisa specializes in providing financial planning, portfolio management, and educational seminars. Prior to joining Osaic Wealth, Lisa was a financial advisor at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Lisa is committed to providing her clients with personalized financial advice and guidance.
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
IN
11/02/2018 - Present
Osaic Wealth, Inc. (PENDLETON IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PENDLETON IN)
IN
07/08/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PENDLETON IN)
KS
03/29/2002 - 10/24/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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