Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hoover is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lisa has been working in the financial services industry since 1993 and has held positions at several firms, including Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC, Wachovia Securities, Inc., BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Josephthal Lyon & Ross Incorporated, D. Blech & Company, Incorporated, NationsSecurities, and NationsBanc Securities, Inc.. Lisa holds the Series 7, Series 63, Series 72 and SIE licenses and is registered to offer investment advice in Georgia. Lisa specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
GA
04/01/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ALPHARETTA GA)
GA
04/09/2021 - 04/08/2022
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
06/15/2002 - 04/13/2021
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
NC
02/17/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MD
09/01/1997 - 03/03/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
01/18/1995 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
09/26/1994 - 12/23/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
04/14/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NA
08/05/1993 - 04/11/1994
NATIONSSECURITIES
MA
08/05/1993 - 08/18/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
BC
Issued 07/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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