Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dimick is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Casper, WY. Lisa has been in the financial services industry since 2014 and has experience working with individuals, businesses, and retirement plans. Lisa holds both Series 63 and 65 licenses and has a Series 7 license as well. Lisa has worked at various financial institutions, including RBC Capital Markets, LLC, and Lincoln Financial Advisors Corporation. Lisa also has experience working with Edward Jones Investments and WYHY Federal Credit Union.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WY
06/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Casper WY)
WY
02/01/2021 - 12/13/2023
RBC CAPITAL MARKETS, LLC (CASPER WY)
WY
12/01/2023 - 12/05/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (CASPER WY)
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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