Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Derig is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lisa has been in the financial industry since 2000, and has a wide range of experience providing investment advice. She is registered with the state of Idaho and Texas. Lisa is committed to providing her clients with personalized financial advice and investment strategies to meet their specific needs.
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
ID
10/24/2014 - Present
Wells Fargo Advisors Financial Network, LLC (BOISE ID)
ID
12/18/2006 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
07/27/2001 - 12/19/2006
MCDONALD INVESTMENTS INC. (BOISE ID)
CA
05/02/2001 - 07/06/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/19/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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