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 Nesser is a financial advisor with over 30 years of experience in the financial services industry. Lisa is currently registered with Cambridge Investment Research Advisors, Inc. and provides a range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Lisa is a Certified Financial Planner and holds FINRA Series 63, 7 and SIE licenses. Lisa is dedicated to providing her clients with personalized financial advice and strategies to help 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
04/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (Minneapolis MN)
MN
09/04/2009 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MINNEAPOLIS MN)
MN
09/01/1994 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NEW BRIGHTON MN)
IA
01/02/1991 - 05/06/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
02/09/1989 - 12/31/1990
CENTURY INVESTORS OF AMERICA, INC.
MN
07/23/1986 - 02/09/1989
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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