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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rodriguez is a financial advisor with Edward Jones. Lisa has been in the industry since 2006 and has experience with a wide range of clients, including individuals, businesses, and retirement plans. She is registered with the state of Illinois and holds Series 6, 7, 26, 63, and 66 licenses. She has a proven track record of providing personalized financial guidance to help her clients reach their goals. Prior to joining Edward Jones, Lisa was with PFS INVESTMENTS INC. Lisa is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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.
See schedule d - miscellaneous
1
2
IL
12/04/2023 - Present
Edward Jones (WHEATON IL)
IL
03/07/2001 - 02/09/2018
PFS INVESTMENTS INC. (WILLOW BROOK IL)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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