Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lissette? Claim Your ProfileLissette Strefner is a financial advisor with World Equity Group, Inc. located in Schaumburg, Illinois. Lissette has been in the financial industry since 2003. Lissette is registered with the state of Illinois. Lissette is also a registered representative of World Equity Group, Inc. Lissette specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors. Lissette has been with World Equity Group since 2013.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
12/21/2017 - Present
World Equity Group, Inc. (Schaumburg IL)
IL
05/10/2013 - 12/31/2015
WORLD EQUITY GROUP, INC. (Schaumburg IL)
IL
10/31/2008 - 06/23/2011
SAGEPOINT FINANCIAL, INC. (DOWNERS GROVE IL)
IL
10/23/2008 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GENEVA IL)
IL
10/01/2002 - 10/10/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SOUTH BARRINGTON IL)
TX
03/24/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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