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Lisa Marie Michaelson

Fellowship Financial Group

Maitland, FL

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Current Employers
Fellowship Financial Group

630 N Wymore Road #304, Maitland, FL 32751 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-31
  • FL RA
    APPROVED
    Since 2023-03-31

Branch Locations

630 N Wymore Road #304, Maitland, FL 32751 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dorman Financial Management, P.A. Maitland FL 12/2012 03/2023
Dorman Financial Management, P.A. Maitland FL 08/2016 03/2023
Fellowship Financial Group Maitland FL 03/2023 Present
Previous Registrations
Other Businesses

Fellowship Financial, LLC, Insurance Agency not investment related. 630 N Wymore Rd #304 Maitland, Fl 32751.Fixed/ Indexed Annuities and Life Insurance. Licensed Agent. Start date March 2023. Number of hours/month- as needed- determining client goals &needs, formulating recommendations.

Designations

View on SEC IAPD

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