Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Berndt is a registered representative of Transamerica Financial Advisors, Inc. in Jacksonville, FL. Lisa has been in the securities industry for 8 years. Lisa holds the Series 6, Series 63 and Series 65 licenses. Lisa specializes in providing financial planning and portfolio management services to individuals and businesses. Lisa has experience with 401K retirement plans, insurance and non-insurance products. Lisa is a part-time or full-time agent for companies affiliated with Transamerica Financial Advisors, Inc. Lisa also works as a referral agent for College Loan Freedom and is an agent for Legal Shield and United Financial Freedom.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/02/2025 - Present
Transamerica Financial Advisors, Inc. (JACKSONVILLE FL)
IA
Issued 03/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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