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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Timmer is a financial advisor with Wells Fargo Clearing Services, LLC. Lisa has been in the financial services industry since 2001 and holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Lisa is a Certified Financial Planner and has experience providing financial advice to individuals, businesses, and institutions. Lisa is registered to offer investment advice in several states, including Michigan, Texas, Florida, and Georgia. Prior to joining Wells Fargo, Lisa worked for CETERA INVESTMENT SERVICES LLC and PRIMEVEST FINANCIAL SERVICES, INC.
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.
1
2
MI
02/07/2020 - Present
Wells Fargo Clearing Services, LLC (HOLLAND MI)
MI
01/13/2011 - 08/31/2018
CETERA INVESTMENT SERVICES LLC (BYRON CENTER MI)
MI
03/20/2001 - 01/03/2011
PRIMEVEST FINANCIAL SERVICES, INC. (HUDSONVILLE MI)
IA
Issued 07/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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