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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lee is a financial advisor registered with Osaic Wealth, Inc. located in HOUSTON, TX. Lisa has been in the financial services industry since August 1995, and she has a diverse background. Lisa has extensive experience in insurance and employee benefits, as well as financial planning and portfolio management. Lisa holds Series 7, Series 63, and Series 65 licenses. She is a Certified Financial Planner, and specializes in working with individuals, businesses, and charitable organizations. Lisa's commitment to providing personalized financial advice and guidance, along with her comprehensive expertise, makes her a valuable resource for clients seeking to achieve their financial goals.
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.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/16/1997 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
IN
07/26/1995 - 12/31/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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