Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Castelluzzo is a financial professional with over 14 years of experience in the industry. Lisa is a Certified Financial Planner™ and is registered as an investment advisor representative with Cetera Investment Advisers LLC. Lisa's current branch office is located in Sioux Falls, SD. Lisa has a wide range of experience working with individuals, families, businesses, and institutions. She is dedicated to providing her clients with personalized financial advice and services. Lisa is committed to helping her clients achieve 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.
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SD
01/18/2023 - Present
Cetera Investment Advisers LLC (SIOUX FALLS SD)
IA
Issued 9/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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