Unclaimed
Lisa Marie Heying is a financial professional with Pacific Select Distributors, LLC. Lisa has been in the industry since January 19, 2022 and has a Series 6TO and SIE license. Lisa has prior experience with Alliance-One Investments, LLC.
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.
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.
1
2
NE
07/13/2023 - Present
Pacific Select Distributors, LLC (OMAHA NE)
OK
01/18/2022 - 07/10/2023
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
BC
Issued 01/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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