Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wiechert is a financial advisor with Stonex Advisors Inc. Lisa has been in the industry since 1984 and has a diverse background with experience at several firms including Emmett A Larkin Company, Inc. and Peregrine Financials & Securities, Inc. Lisa is a registered representative in several states including California, Florida, Georgia, Illinois, New York, Texas, and Wisconsin. Lisa provides financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Financial consulting services
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.
1
2
AL
10/02/2023 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
03/06/2003 - 09/09/2009
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
IL
06/01/2001 - 02/14/2003
PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)
IL
07/11/1996 - 06/21/2001
D H BRUSH & ASSOCIATES, INC. (CHICAGO IL)
IL
08/14/1984 - 08/24/1993
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
NA
08/26/1982 - 10/01/1984
PAINEWEBBER INCORPORATED
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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