Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lowrance is a financial advisor with over 17 years of experience in the industry. Lisa is currently registered with Wells Fargo Advisors Financial Network, LLC. Previously, Lisa was registered with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Lisa has passed the Series 66, Series 10, Series 9, Series 99TO, Series 7 and SIE exams. Lisa provides financial planning and investment consulting services to individuals, businesses, and institutional clients. Lisa's primary office is located in Longview, TX.
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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TX
04/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
07/25/2005 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
NY
10/16/2001 - 04/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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