Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Monique Drahman wicks is a financial advisor with Cuso Financial Services, LP. Lisa has been in the financial services industry since 2001. Lisa works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lisa provides financial planning, portfolio management, and other advisory services. Lisa is registered with the state of Ohio as a broker-dealer and investment advisor representative. Lisa has passed the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE exams. Lisa is also a licensed insurance agent.
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.
1
2
OH
09/13/2019 - Present
Cuso Financial Services, LP (Kettering OH)
OH
12/21/2017 - 03/27/2019
AMERIPRISE FINANCIAL SERVICES, INC. (DAYTON OH)
OH
03/29/2017 - 01/04/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TROY OH)
OH
03/09/2012 - 10/13/2016
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
OH
06/01/2009 - 01/13/2011
MORGAN STANLEY SMITH BARNEY (DAYTON OH)
OH
03/28/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
IA
Issued 05/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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