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 Sandee is a financial professional with over 17 years of experience in the financial services industry. Lisa is a Registered Representative of Principal Securities, Inc. and has a Series 66, Series 7, and Series 26 licenses. Lisa also holds a Series SIE license. Lisa has a background in banking, insurance, and securities. Lisa specializes in helping individuals and families achieve their financial goals. Lisa is committed to providing her clients with personalized financial advice and guidance. Lisa is affiliated with Principal Securities, Inc. and Principal Life Insurance Company.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
MI
08/04/2011 - Present
Principal Securities, Inc. (HUDSONVILLE MI)
MI
05/09/2006 - 06/05/2007
GLOBAL FUTURES & FOREX, LTD. (ADA MI)
SC
01/13/2003 - 05/13/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
08/09/2000 - 01/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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