Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vermette is a financial professional with over 15 years of experience in the financial services industry. She is currently registered with Farmers Financial Solutions, LLC and is licensed in California and North Carolina. Lisa holds Series 6, 26, and 63 licenses and has passed the SIE exam. Her previous experience includes a role with EQUITRUST MARKETING SERVICES, LLC in Fishers, Indiana. Lisa is committed to helping her clients achieve their financial goals.
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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2
CA
11/03/2014 - Present
Farmers Financial Solutions, LLC (AGOURA HILLS CA)
IN
09/06/2001 - 10/16/2008
EQUITRUST MARKETING SERVICES, LLC (FISHERS IN)
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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