Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa-ann? Claim Your ProfileLisa-ann Nouchi is a financial advisor with Western International Securities, Inc. in Vacaville, California. Lisa-ann has been in the financial industry since 1993 and is registered with the state of California. Lisa-ann is a licensed agent, and offers services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Western International Securities, Inc. has offices in Vacaville and Campbell, California.
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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2
CA
01/28/2019 - Present
Western International Securities, Inc. (Vacaville CA)
CA
07/17/2006 - 06/06/2008
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
CA
04/13/2004 - 07/17/2006
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
NJ
06/01/2001 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/13/1993 - 06/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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