Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lottie? Claim Your ProfileLottie Giese is a financial advisor who has been in the industry since 1993. She is currently registered with Osaic Wealth, Inc. in Sturgeon Bay, WI. Prior to her current role, Lottie held positions with Woodbury Financial Services, Inc., Robert W. Baird & Co. Incorporated, Multi-Financial Securities Corporation, and Financial Network Investment Corporation. Lottie's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She has been a Registered Representative since 1991 and has been licensed with the state of Wisconsin since 1991.
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.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (STURGEON BAY WI)
WI
04/20/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STURGEON BAY WI)
WI
06/12/1997 - 12/31/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CO
08/20/1991 - 06/12/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
01/29/1991 - 08/21/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 12/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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