Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marek is a financial advisor with Cetera Investment Advisers LLC. Lisa has been in the financial services industry since 1992. Lisa has a Series 6, 7, 63 and 65 license. Lisa also holds the SIE designation. Lisa has previously worked at National Planning Corporation, Banc One Securities Corporation, Natcity Investments, Inc. and NYLife Securities Inc. Lisa's firm, Cetera Investment Advisers LLC, is a registered investment advisor that offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Cetera Investment Advisers LLC has approximately 16,618 clients and manages approximately $104 billion in assets.
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
IN
03/20/2018 - Present
Cetera Investment Advisers LLC (VALPARAISO IN)
CA
04/04/2000 - 09/30/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IL
07/23/1999 - 04/10/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
10/14/1998 - 07/12/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
07/02/1993 - 09/01/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/10/1991 - 07/10/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/10/1991 - 07/10/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Marek is the right advisor for you? Invested Better is here to help.
