Lisette
Mandwee Ndzie
Transamerica Financial Advisors, Inc
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About this Advisor
Lisette Mandwee Ndzie is a financial advisor based out of Houston, Texas with 4 years of industry experience. Mandwee Ndzie is an employee of Transamerica Financial Advisors, Inc. Throughout their career, Mandwee Ndzie has worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Heartland Institute Of Financial Education, Walgreens, Debtmerica Relief, Lspn Pro, LLC, National Association Of Registered Security Analysts, Drastic Steps, LLC, God'S Garage and Lisette Mandwee Ndzie Sole Prop - Dba Lisette Mandwee Ndzie Fina. Mandwee Ndzie maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in District Of Columbia and Texas. Transamerica Financial Advisors, Inc is a firm that has its headquarters in Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in total assets between its 59,659 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is provided. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lisette Mandwee Ndzie Work History
Lisette has been registered as a financial advisor for 4 years.*
Drastic Steps, LLC
God'S Garage
Lspn Pro, LLC
National Association Of Registered Security Analysts
Lisette Mandwee Ndzie Sole Prop - Dba Lisette Mandwee Ndzie Fina
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Heartland Institute Of Financial Education
Walgreens
Debtmerica Relief
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisette Mandwee Ndzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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