Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Yuriko Tellio is a Certified Financial Planner® with over 10 years of experience in the financial services industry. Lisa currently works as an Investment Advisor Representative for Chicago Partners Investment Group LLC in Honolulu, Hawaii. She is also licensed in Hawaii. Lisa has previously worked for Goodsill Anderson Quinn & Stifel and Central Pacific Bank in Honolulu, Hawaii. Lisa specializes in a variety of financial planning areas including retirement planning, college savings, and investment management.
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.
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.
401k plan option review & monitoring
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.
A percentage of the total value of assets under management is charged.
Roboadvisory offering
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HI
09/09/2024 - Present
Chicago Partners Investment Group LLC (Honolulu HI)
Active
Inactive
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