Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa V Shevlin is a financial advisor with Stifel, Nicolaus & Company, Inc. Lisa has over 15 years of experience in the financial services industry. Lisa has a wide range of experience in providing financial advice to individuals and families. Before joining Stifel, Nicolaus & Company, Inc., Lisa worked for SCOTTRADE, INC., WACHOVIA CAPITAL MARKETS, LLC, and A. G. EDWARDS & SONS, INC.. Lisa is registered with the state of Missouri. Lisa holds the Series 52, Series 63, and SIE licenses.
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.
1
2
MO
11/13/2009 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
01/13/2009 - 05/26/2009
SCOTTRADE, INC. (ST. LOUIS MO)
MO
11/26/2007 - 07/28/2008
WACHOVIA CAPITAL MARKETS, LLC (ST LOUIS MO)
MO
07/19/2002 - 11/26/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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