Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Morgan is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been in the financial services industry since June 2009. Lisa holds a Series 66, Series 7, and SIE. Lisa is registered with the state of Pennsylvania to provide investment advice. Lisa is a member of Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets. Ameriprise Financial Services, LLC offers a variety of investment services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Ameriprise Financial Services, LLC's clients are typically high-net-worth individuals, but they also work with a wide range of other clients, including trusts, estates, charitable organizations, corporations, and pension plans. Lisa is located in Erie, Pennsylvania, and has been with Ameriprise since 2009.
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.
Asset allocation services
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
PA
08/11/2021 - Present
Ameriprise Financial Services, LLC (ERIE PA)
BOTH
Issued 08/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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