Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisette? Claim Your ProfileLisette Templeton is an investment professional with over 18 years of experience in the financial services industry. Lisette is currently registered with Empower Financial Services, Inc. Lisette has also held previous positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and BANC ONE SECURITIES CORPORATION. Lisette is Series 6 and Series 63 licensed. Lisette holds the SIE designation and specializes in investment company products and variable contracts.
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
CO
05/02/2016 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
05/10/2005 - 03/04/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IL
10/28/2003 - 01/05/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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