Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wilson is a financial professional with over 3 years of experience in the industry. Lisa is currently registered with Horace Mann Investors, Inc. and has passed the Series 6, Series 63, Series 26, and SIE exams. Lisa holds a current registration in Texas. Lisa is a Registered Representative and an Investment Advisor Representative. Lisa specializes in Insurance Products.
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.
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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.
Percentage of assets under third party investment management
1
2
TX
07/13/2021 - Present
Horace Mann Investors, Inc. (Keller TX)
TX
03/16/2017 - 10/02/2020
HORACE MANN INVESTORS, INC. (Keller TX)
BC
Issued 03/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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