Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Parke is a financial advisor registered with Edelman Financial Engines. Lisa has been in the financial services industry since 1999 and holds a Series 6 and Series 65 license. Lisa is currently licensed in Washington and has previously been registered in California. Lisa's experience includes working with individuals, high-net-worth individuals, corporations, and charitable organizations. Lisa provides financial planning, portfolio management, and educational seminars to her clients. Lisa specializes in retirement planning, investment management, and college savings.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
06/27/2024 - Present
Edelman Financial Engines (Bothell WA)
CA
05/08/1999 - 10/31/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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