Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dieter is an investment advisor representative with Emberhouse, LLC, registered with the state of Illinois. Lisa Dieter has been in the industry since 2003 and has held several positions with firms such as Morgan Stanley and Mesirow Financial, Inc. Lisa Dieter holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Lisa Dieter specializes in financial planning and portfolio management for individuals. Lisa Dieter has a total of 53 clients and $65,900,000 of assets under management. Emberhouse, LLC provides advisory services to individuals and high-net-worth individuals. Emberhouse, LLC has a total of 164 accounts under management.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
02/11/2017 - Present
Emberhouse, LLC (CHICAGO IL)
IL
11/19/2010 - 02/20/2017
MORGAN STANLEY (GLENVIEW IL)
IL
04/21/2008 - 11/24/2010
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
IL
07/06/2005 - 04/17/2008
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
10/27/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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