Unclaimed
Lisa Dehaven is a financial advisor with LPL Financial LLC. Lisa has been in the industry since 1996. Lisa is licensed in 53 states and holds a Series 6, 7, 24, 63 and 65 license. Lisa has also worked for First Southeast Investor Services, Inc., UVEST Investment Services, FISERV Investor Services, Inc. and LINK INVESTMENT SERVICES, INC. Lisa is a registered investment advisor in South Carolina and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/18/2019 - Present
LPL Financial LLC (CHARLESTON SC)
SC
11/24/1998 - 08/29/2017
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
NC
08/19/1998 - 02/08/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
TX
09/17/1997 - 08/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
08/12/1996 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
IA
Issued 09/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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