Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisette? Claim Your ProfileLisette Treske is a financial professional with over 10 years of experience in the industry. Lisette is currently registered with Charles Schwab & CO., Inc. and provides financial advice to clients across a range of states. Lisette also holds licenses in the state of Texas, which allows her to offer investment advice and securities related services. Lisette previously worked at TD Ameritrade, Inc. Lisette is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Dallas TX)
TX
06/11/2013 - 05/19/2024
TD AMERITRADE, INC. (DALLAS TX)
BOTH
Issued 06/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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