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Lisa Anne Schewe

Ameriprise Financial Services, LLC

New Orleans, LA

New Orleans, LA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2015-07-16
CA RA APPROVED 1997-12-15
  • LA RA
    APPROVED
    Since 2015-07-16
  • CA RA
    APPROVED
    Since 1997-12-15

Branch Locations

650 Poydras St Ste 1413, New Orleans, LA 70130 • United States

New Orleans, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New Orleans LA 06/1991 03/2020
Ameriprise Financial Services, Llc New Orleans LA 03/2020 Present
Other Businesses

Independent Insurance Brokering; Blue Shield of California; 01/01/2000; Medicare Supplement. Fiduciary Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-13
  • S63 Uniform Securities Agent State Law Examination
    1992-01-13
Designations
Other Names
  • Lisa Anne Gula

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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