Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Nowka is a financial advisor who has been working in the industry since 2010. Lisa has a background with INVEST FINANCIAL CORPORATION, SANTANDER SECURITIES LLC and is currently working with LPL Financial LLC. Lisa is registered with FINRA and the state of Pennsylvania. Lisa specializes in providing financial advice to individuals, corporations, and charitable organizations. Lisa is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
PA
02/14/2018 - Present
LPL Financial LLC (HARRISBURG PA)
PA
05/01/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (ENOLA PA)
PA
09/19/2012 - 01/13/2015
SANTANDER SECURITIES LLC (TAMAQUA PA)
PA
09/29/2009 - 09/19/2012
LPL FINANCIAL LLC (TAMAQUA PA)
BC
Issued 10/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Nowka is the right advisor for you? Invested Better is here to help.
