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Lisa Marie Benchaabane

Edelman Financial Engines

Rochester, NY

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-28
TX RA APPROVED_RES 2016-11-30
  • NY RA
    APPROVED
    Since 2021-04-28
  • TX RA
    APPROVED_RES
    Since 2016-11-30

Branch Locations

350 Linden Oaks Drive Suite 110, Rochester, NY 14625 • 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
Tmfs Advisors, Llc Rochester NY 07/2016 11/2016
Financial Engines Advisors L.L.C. Rochester NY 11/2016 Present
  • 07/2016 → 11/2016
    Tmfs Advisors, Llc
    Rochester, NY
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Rochester, NY
Previous Registrations
  • 2015-08-10 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Rochester, NY
    Overland Park, KS
  • 2010-07-30 → 2015-09-04
    The Mutual Fund Store
    Rochester, NY
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-29
S63 Uniform Securities Agent State Law Examination 2003-06-18
  • S65 Uniform Investment Adviser Law Examination
    2010-07-29
  • S63 Uniform Securities Agent State Law Examination
    2003-06-18

View on SEC IAPD

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THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY
UBS FINANCIAL SERVICES INC. · Rochester, NY

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