Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynn Werner is a financial advisor with over 26 years of experience in the industry. She is currently registered with Wells Fargo Clearing Services, LLC. Lisa has been with Wells Fargo Clearing Services, LLC since November 2016 and Wells Fargo Advisors LLC since May 2009. Prior to that, Lisa was registered with First Clearing, LLC from October 2009 until November 2016. She is also registered with the state of Texas as an Investment Advisor Representative. Lisa has a broad range of experience serving individuals, high-net-worth individuals, businesses, corporations, trusts, charitable organizations, pension and profit-sharing plans, and insurance companies.
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
MO
01/10/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/08/2009 - 11/22/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
07/06/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1992
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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