Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisette? Claim Your ProfileLisette Gonzalez is a financial advisor with over six years of experience in the financial services industry. Lisette has a Series 7, Series 66, and SIE license. Lisette has worked as a financial advisor at Wells Fargo Clearing Services, LLC in Aventura, Florida since June 2021. Previously, Lisette worked as a financial advisor at Morgan Stanley in New York, New York from January 2019 to January 2021. Lisette specializes in providing financial advice to individuals and families, including retirement planning, college savings, and investment management. Lisette also provides investment consulting services to institutional clients. Lisette is registered with the following states: California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Utah, Vermont, Virginia, and Wisconsin.
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
FL
07/24/2021 - Present
Wells Fargo Clearing Services, LLC (AVENTURA FL)
NY
11/21/2019 - 01/14/2021
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 12/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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