Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Nicole Marek is an investment advisor representative at Cetera Investment Advisers LLC. Lisa has been in the financial services industry since 1992 and has a wide range of experience working with individual investors, businesses, and institutional clients. Lisa is also a registered investment advisor in Indiana and Texas. Lisa has been a member of the Valparaiso Lion's Club and a Court Appointed Special Advocate.
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
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 8/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/6/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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