Lissette Strefner

from World Equity Group, Inc.
SEC regulated
Regulated Investment Advisor
Lissette Strefner is a financial advisor based in Illinois, Schaumburg, with 26 years of experience. Lissette currently works for World Equity Group, Inc.. Lissette maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lissette Strefner works at World Equity Group, Inc.
World Equity Group, Inc. is a financial advisory firm based in Schaumburg, Illinois. It currently has approximately $874,508,068 of assets under management and employs about 152 people. World Equity Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
425 N Martingale Rd, Suite 1220, Schaumburg, Illinois, 60173

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