Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michelle Wright is a registered representative with Principal Securities, Inc. based in Farmington Hills, Michigan. Lisa has been in the securities industry since August 1, 1995. Lisa Michelle Wright is also a registered investment advisor representative with Principal Securities, Inc. Lisa has been registered as an investment advisor representative since July 22, 2015. Lisa Michelle Wright is also a registered investment advisor representative with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Lisa Michelle Wright has been registered as an investment advisor representative since January 17, 1995. Lisa Michelle Wright holds the Series 6, Series 7, Series 63, and Series 66 licenses. Lisa Michelle Wright has been a Bank/Trust Officer at Principal Bank and Principal Trust Company since July 27, 2022. Lisa Michelle Wright is also the President of Gigi Ventures, LLC, a real estate rental income company, since August 31, 2024.
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
1
2
MI
07/22/2015 - Present
Principal Securities, Inc. (FARMINGTON HILLS MI)
MI
01/17/1995 - 09/22/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
BOTH
Issued 07/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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