Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Beusse Ragland is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with Wells Fargo Clearing Services, LLC and has been with Wells Fargo Advisors, LLC since 2011. Lisa is a registered representative and investment advisor representative, offering a wide range of financial services including investment consulting, financial planning, and portfolio management. Lisa also holds the Series 7, Series 63, and Series 66 securities licenses.
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.
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2
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
10/05/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
TX
12/12/2007 - 10/06/2009
WELLS FARGO ADVISORS, LLC (ADDISON TX)
MO
03/30/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 06/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/09/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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