Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Newell is a financial advisor registered with Farmers Financial Solutions, LLC. Lisa has been in the industry since August 24, 2000. Lisa has been registered with the state of California since October 11, 2000 and has a Series 6 license. Lisa is also registered with the state of Utah since September 12, 2019. Lisa's current office is located at 940 Calle Negocio, Suite 220, San Clemente, CA 92673.
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.
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.
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CA
09/08/2000 - Present
Farmers Financial Solutions, LLC (SAN CLEMENTE CA)
IL
08/24/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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