Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vnoucek is an Investment Advisor Representative, licensed to provide financial advice in 30 states. Lisa is currently affiliated with LPL Financial LLC and has been with the firm since November 2016. Prior to that, Lisa worked for Cetera Investment Services LLC and Princor Financial Services Corporation. Lisa has been active in the financial industry since June 2005. Lisa holds the Series 6, 7, and 66 licenses as well as the Securities Industry Essentials Examination (SIE). Lisa is a Registered Representative and an Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WY
08/03/2017 - Present
LPL Financial LLC (GILLETTE WY)
WY
10/27/2015 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (GILLETTE WY)
WY
04/16/2013 - 09/17/2015
PRINCOR FINANCIAL SERVICES CORPORATION (GILLETTE WY)
WY
08/22/2012 - 11/26/2012
EDWARD JONES (GILLETTE WY)
NE
03/31/2000 - 11/29/2007
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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