Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Benchaabane is an investment advisor representative with Edelman Financial Engines, registered in New York and Texas. Lisa is a Series 6, 63 and 65 licensed individual with experience in the financial industry. Lisa has worked with several firms in the financial industry, starting with Manning & Napier Investor Services, Inc. in 2003, and later with The Mutual Fund Store-New York, LLC and TMFS Advisors, LLC. She has been with Edelman Financial Engines since 2016.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
11/30/2016 - Present
Edelman Financial Engines (ROCHESTER NY)
NY
09/01/2003 - 04/30/2004
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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