Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Schaefer is a financial professional with over 27 years of experience in the industry. Lisa has a strong background in the securities industry and is currently registered with Fidelity Brokerage Services LLC. Lisa is dedicated 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.
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.
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2
MA
12/07/2022 - Present
Fidelity Brokerage Services LLC (CHESTNUT HILL MA)
MN
01/22/2016 - 09/28/2022
COLLIERS SECURITIES LLC (MINNEAPOLIS MN)
MN
01/06/2010 - 09/16/2015
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
11/06/2009 - 12/11/2009
WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)
MN
03/12/2001 - 12/11/2009
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)
MN
10/25/1994 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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