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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizette? Claim Your ProfileLizette Pagan is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in KINGSTON, NY. Lizette is a seasoned professional with over two decades of experience in the financial services industry. Prior to joining Wells Fargo Advisors Financial Network, LLC, Lizette was with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Lizette holds FINRA Series 7, 9, 10, 63 and SIE licenses, and has been registered in New York since March 5, 2013. Lizette specializes in providing financial guidance and investment management services to individuals, corporations, and charitable organizations.
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.
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NY
03/05/2013 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSTON NY)
NY
06/01/2009 - 02/27/2013
MORGAN STANLEY (POUGHKEEPSIE NY)
NY
02/22/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
NJ
10/26/1989 - 09/13/1990
G.X. CLARKE & CO. (JERSEY CITY NJ)
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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