Unclaimed
Christian Lisena is a financial advisor with over 20 years of experience in the industry. Christian has a strong track record of success, and is committed to providing his clients with personalized financial advice. Christian is currently registered with Wells Fargo Advisors Financial Network, LLC. Christian has previously worked with WELLS FARGO CLEARING SERVICES, LLC and STERLING FINANCIAL INVESTMENT GROUP, INC.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
05/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT LAUDERDALE FL)
FL
08/19/2003 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
01/18/2002 - 07/09/2003
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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