Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mayer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lisa has been in the industry since April 1996 and has held previous positions at other firms. She is registered to provide investment advice in 26 states and is also a registered representative. Lisa's specializations include retirement planning, college savings, and estate planning.
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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CA
11/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
04/29/2013 - 11/07/2022
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
07/02/2001 - 04/29/2013
CROWELL, WEEDON & CO. (NEWPORT BEACH CA)
NY
02/01/2000 - 06/12/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
07/01/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
03/26/1996 - 07/14/1998
CROWELL, WEEDON & CO. (LOS ANGELES CA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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