Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dickholtz is a wealth advisor at Osaic Wealth, Inc., where she has been working since June 2024. Lisa has been in the financial services industry since March 1987. Before joining Osaic Wealth, Lisa worked at Securities America, Inc. from January 1997 until June 2024. Lisa is a Certified Financial Planner. Lisa is registered with the state of Arizona, Illinois and Texas. Lisa has a strong background in financial planning and portfolio management for individuals, businesses, and pension plans. Lisa is passionate about helping clients reach 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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (Carefree AZ)
AZ
01/29/1997 - 06/14/2024
SECURITIES AMERICA, INC. (Carefree AZ)
NY
06/21/1991 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
08/24/1989 - 06/11/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
08/01/1988 - 08/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/25/1987 - 09/01/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 08/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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