Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kee is an investment advisor representative at State Farm Investment Management Corp. Lisa has been in the industry since 2011. Lisa is a licensed investment advisor representative in the state of Ohio. Lisa is also a Chartered Financial Consultant. Lisa is registered with FINRA and the state of Ohio. Lisa's office is located in Centerville, Ohio. Lisa also owns and operates Lisa Kee's Insurance Agency, which is an insurance agency. Lisa is experienced in providing portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/20/2019 - Present
State Farm Investment Management Corp. (Centerville OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Kee is the right advisor for you? Invested Better is here to help.
