Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Howe is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Lisa has been in the industry since March 1997. Lisa is licensed in 48 states and the District of Columbia. Lisa also has a Series 3, 7, 31, and SIE license. Lisa works with individuals, businesses, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and insurance companies. Lisa specializes in financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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
OH
09/09/2016 - Present
Wells Fargo Advisors Financial Network, LLC (MINSTER OH)
NJ
03/20/1997 - 03/12/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1997
Series 3 - National Commodity Futures Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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