Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Schnoke is a registered representative with Ameriprise Financial Services, LLC. Lisa has been in the industry since November 13, 2013 and has been registered with Ameriprise Financial Services, LLC since January 2, 2014. Lisa has a Series 66 license and holds the SIE and Series 7 licenses. Lisa is registered in Florida as a Broker-Dealer and Investment Advisor Representative. Ameriprise Financial Services, LLC provides financial planning and investment services to individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Ameriprise Financial Services, LLC is a large firm with approximately $1 billion to $10 billion in assets under management and 140,938 clients.
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.
Asset allocation services
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
FL
01/02/2014 - Present
Ameriprise Financial Services, LLC (Melbourne FL)
BOTH
Issued 12/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Schnoke is the right advisor for you? Invested Better is here to help.
