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 Lime is a financial advisor at Lineweaver Wealth Advisors, a firm based in Valley View, OH. Lisa has been working in the financial services industry since 1996 and holds a Series 63, Series 66, and Series 7 license. Lisa has experience providing financial planning and investment management services to individuals, corporations, and pension plans. Lisa works closely with clients to understand their individual needs and goals. Lisa is committed to providing clients with personalized financial advice and 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.
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.
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OH
02/13/2023 - Present
Lineweaver Wealth Advisors (VALLEY VIEW OH)
OH
02/02/2023 - 08/19/2024
TRIAD ADVISORS LLC (Valley View OH)
OH
11/04/2019 - 11/23/2022
TRIAD ADVISORS LLC (Westlake OH)
OH
02/09/2007 - 06/20/2019
UBS FINANCIAL SERVICES INC. (WESTLAKE OH)
OH
01/12/2007 - 02/09/2007
MCDONALD INVESTMENTS INC. (ELYRIA OH)
OH
05/22/1996 - 09/28/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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