Lisa L. Yen
Allstate Financial Services, Llc
Financial Planner in San Jose, CA
Address:5510A Almaden Expy
San Jose, CA 95118
About Lisa L. Yen
Lisa Yen is a financial professional at Allstate Financial Services, Llc located in San Jose, California. Lisa Yen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6 and S63. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Yen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Yen5510A Almaden Expy
San Jose, CA 95118
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near San Jose, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.