Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Hennesay is a financial advisor at Principal Securities, Inc. Lisa has been in the industry since 1995. Lisa's experience includes providing financial advice, retirement planning, and insurance services. Lisa is registered to conduct business in California, Delaware, North Carolina, Ohio, Oregon, and Texas. Lisa is also registered as an Investment Advisor Representative in California and Texas. Lisa is committed to providing her clients with the highest level of service and expertise.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
05/05/2022 - Present
Principal Securities, Inc. (Fresno CA)
CA
01/02/2008 - 03/04/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (CLOVIS CA)
CA
03/29/1996 - 10/02/2007
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
MA
02/28/1995 - 04/12/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/28/1995 - 04/12/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Hennesay is the right advisor for you? Invested Better is here to help.
