Lissette Strefner

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  South Barrington, IL
• 12/2017 → Present
  World Equity Group
  Schaumburg, IL
• 12/2015 → 11/2017
  World Equity Group
  Schaumburg, IL

Previous Registrations

• 2013-05-10 → 2015-12-31
  World Equity Group, Inc.
  Schaumburg, IL
  Schaumburg, IL
  Schaumburg, IL
• 2008-10-31 → 2011-06-23
  Osaic Services, Inc.
  Downers Grove, IL
  St. Charles, IL
  Scottsdale, AZ
• 2008-10-23 → 2008-10-31
  American General Securities Incorporated
  Geneva, IL
• 2001-10-03 → 2008-10-10
  American General Securities Incorporated
  South Barrington, IL
  South Barrington, IL

Other Businesses

1) STREFNER FINANCIAL SERVICES INC., Investment Related, Started 6-1996, Approx. 80 hrs/mo, 4 during trading hours, 3915 Venard Rd., Downers Grove, IL 60515, Nature: INDEPENDENT INSURANCE SALES, Estate Planning, Position: Active Owner/Agent/Rep, Duties: At this point, the corporation is not advertised or used in public in any way. It was in existence before IWM was formed. At the advice of Tax Counsel, it was recommended to structure IWM as 50/50 LLC with Strefner Financial and Straley Ent. Inc. SFS, Inc does not hold itself out to the public in any way. 2) Benefits Consultant Assistant; Yes, Investment related, Address: 1801 South Meyers Road, Ste. 100, Oakbrook Terrace, IL, 60181; Nature of OBA: administrative Assistance for direct manager, Mark Strefner; Posn/Title: Member Employee Benefits Advisor Assistant; Start Date: 06/01/2020; Approx No of Hrs/Mth: 6 Hrs/Mth; Approx No of Hrs/Mth during Trading Hrs: 3 Hrs/Mth; Duties towards OBA: Clerical, route phone calls and emails to appropriate consultants via company email to provide further assistance. No sales, not directly compensated for any securities business. 3) Reselling used clothing; Not Investment related; Address: 3915 Venard Rd, , Downers Grove, IL 60515; Nature of OBA: Started reselling clothes and and other items that I own on sites like Poshmark as a hobby; Posn/Title: Sole Proprietor; Start Date: 07/01/2024; Approx Hrs/Mth for OBA: 6 Hrs; Hrs/Mth during trading Hrs: ZERO; Duties: I will find items in my possession or purchase items and list them on a site like poshmark and resell them. I can sometimes make a small profit. It is a hobby that I enjoy.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-15
• S63 Uniform Securities Agent State Law Examination
  1999-04-01

Other Names

• Lissette Ruiz