Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Olinger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Cedar Rapids, Iowa. Lisa has over 20 years of experience in the financial services industry. She is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63, and 65 licenses. Lisa has previously worked with Birchtree Financial Services, Inc., Securities Corporation of Iowa, and Brenton Investments, Inc. Lisa is dedicated to providing her clients with comprehensive financial planning and investment management services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CEDAR RAPIDS IA)
MN
11/13/2001 - 09/02/2005
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
08/16/2000 - 09/04/2001
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
MN
04/29/1998 - 08/11/2000
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lisa Olinger is the right advisor for you? Invested Better is here to help.
