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 Sheehan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lisa is registered in 30 states, including Florida, Texas, and California, as well as the District of Columbia, where she is licensed to provide investment advisory services. She has worked as a financial advisor for over 23 years and has a strong track record of success in helping clients achieve their financial goals. Lisa specializes in providing financial planning, portfolio management, and investment consulting services to a variety of clients, including individuals, families, businesses, and institutions. Her approach is personalized and tailored to each client's unique needs and objectives.
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
FL
04/04/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKEWOOD RANCH FL)
FL
07/05/2005 - 04/04/2024
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
GA
03/16/2000 - 06/24/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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