Unclaimed
Lisa Robin Keeler is a financial advisor with Cambridge Investment Research, Inc. Lisa has been in the financial services industry since 2001 and has worked with several firms including Woodbury Financial Services, Inc., Cape Securities Inc., and Questar Capital Corporation. Lisa is registered with the state of Georgia and holds Series 63, Series 6TO, SIE, and Series 7 licenses. Lisa is located in Tyrone, GA.
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.
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.
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2
GA
01/04/2021 - Present
Cambridge Investment Research, Inc. (Tyrone GA)
GA
09/20/2019 - 01/02/2021
WOODBURY FINANCIAL SERVICES, INC. (TYRONE GA)
GA
03/14/2012 - 12/31/2015
CAPE SECURITIES INC. (MCDONOUGH GA)
GA
09/29/2011 - 03/17/2012
QUESTAR CAPITAL CORPORATION (VILLA RICA GA)
GA
11/02/2009 - 09/29/2011
CAPE SECURITIES INC. (MCDONOUGH GA)
GA
05/31/2007 - 11/03/2009
WOODBURY FINANCIAL SERVICES, INC. (PEACHTREE GA)
GA
05/02/2001 - 05/31/2007
LINSCO/PRIVATE LEDGER CORP. (FAYETTEVILLE GA)
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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