Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vajen is a financial advisor with over 20 years of experience in the financial industry. Lisa is a registered representative of Cambridge Investment Research Advisors, Inc. and has been with the firm since March 2014. Previously, Lisa was registered with MULTI-FINANCIAL SECURITIES CORPORATION, and Lincoln Financial Advisors Corporation. Lisa holds the Series 7, Series 63, and SIE licenses and is a Chartered Financial Consultant. Lisa specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals. Lisa also has experience as an independent insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
03/20/2014 - Present
Cambridge Investment Research Advisors, Inc. (PERRYSBURG OH)
OH
12/14/2004 - 12/08/2009
MULTI-FINANCIAL SECURITIES CORPORATION (PERRYSBURG OH)
IN
04/30/1999 - 09/13/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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