Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mandalaywala is a financial advisor with Wells Fargo Clearing Services, LLC. Lisa has been in the financial services industry since 2012 and has a strong background in investments and wealth management. Lisa is a Series 6, 7 and 63 licensed professional and has earned the Series SIE designation. Lisa has worked with clients in both the Egg Harbor City, NJ and Linwood, NJ areas, and has experience working with a variety of clients, including individuals, families, and businesses. Lisa provides a range of financial services, including investment management, financial planning, and retirement 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.
1
2
NJ
02/29/2020 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
11/08/2012 - 10/06/2015
WELLS FARGO ADVISORS, LLC (EGG HARBOR CITY NJ)
BC
Issued 05/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2012
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Lisa Mandalaywala is the right advisor for you? Invested Better is here to help.
