Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lysa? Claim Your ProfileLysa Garcia is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Lysa has been in the securities industry since August 1, 2009. Lysa is registered with the states of Kansas, Missouri and Texas. In addition to being registered with the Securities and Exchange Commission, Lysa holds the following licenses and certifications: Series 6, Series 7, Series 66, and SIE. Lysa is also a member of the National Congress of Black Women.
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
MO
01/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
KS
10/09/2008 - 05/13/2013
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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