Lisa A Berndt

Current Employers

Employment History

• 10/2007 → Present
  Coty Us - Prestige (Lanc)
  New York, NY
• 12/2015 → Present
  Transamerica Financial Advisors, Inc
  Jacksonville, FL
• 01/2015 → Present
  World Financial Group, Inc.
  Jacksonville, FL
• 02/2005 → 11/2018
  City Of Jacksonville Beach
  Jacksonville Beach, FL
• 03/2014 → Present
  Jax Beach Festivals
  Jacksonville Beach, FL
• 07/2018 → 03/2022
  Debtmerica
  Jacksonville, FL
• 11/2018 → Present
  Trident Consulting And Services
  Jacksonville Beach, FL
• 11/2018 → Present
  Allwork
  Edison, NJ
• 01/2020 → Present
  Legal Shield
  Oklahoma, OK
• 10/2018 → Present
  College Loan Freedom
  Henderson, NV
• 05/2020 → Present
  United Financial Freedom
  Draper, UT
• 02/2021 → Present
  Adamy Law
  Jacksonville, FL
• 10/2022 → Present
  Us Processing Solutions Company
  Huntington Beach, CA
• 01/2016 → Present
  Wealthwave
  Jacksonville, FL
• 04/2024 → Present
  Adamis Group
  New York, NY
• 06/2024 → Present
  Ndm Services
  Jacksonville, FL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wealthwave | marketing | investment related | Jacksonville, FL | approved co-brand company through WFGIA | 1/2016 Adamy Law / 0221-Present / Investment Related: No / 2850 Isabella Boulevard, Suite 10 Jacksonville, FL 32250 / Chief Admin Coordinator / Hrs Work Monthly: 70 / Sec Trading Hrs: 4 / Office clerical work: emails, phone calls, copy documents, prepare binders, etc. COTY US - PRESTIGE (LANC)/Investment Related - No/City US - Prestige (LANC), 350 5th Ave - 19th Floor, New York, NY 10118 (212) 389-7300/Promote fragrance/Fragrance Consultant/10.2007/30/0/Promote fragrance JAX BEACH FESTIVALS/Investment Related - No/PO Box 51348, Jacksonville Beach, Fl. 32240/Office duties on site day(s) of festival./Festival Office Leader/03.2014/30/0/Payouts to staff, performers, security. Collect, count and verify revenue received during festival hours. Handle any administrative duties that may occur during festival hours. AllWork; Investment Related/No; 1090 King Georges Post Rd. Suite 505 Edison, NJ 08837; Brand Ambassador/Fragrance Promotion/ 11/2018; 35 hrs/month; 4hrs during sec. trading; Promoting Fragrances Trident Consulting and Services; Investment Related/No; 3584 Trident Court Jacksonville Beach, FL 32250; Administrative work; 11/2018; 40 hrs/month; 6 during securities trading; completing forms, making phone calls, scheduling events, etc. approved with restrictions College Loan Freedom; Investment Related/No; 129 W Lake Mead Pkwy. #19 Henderson, NV 89015; Referral Agent 10/25/2018; Reduce Clients monthly student loan payments and get their debits partially or fully forgiven using existing government programs that are in place right now; hrs/month 12; hrs during sec. trading 2; Refer Potential Clients; approved with restrictions Legal sheild/ 0120-Present / Investment Related: No/ Agent / Legal&Identity thief / Hrs Work Monthly: 2 / Sec Trading Hrs: 1 / Provide legal plan memberships and identity thief memberships to individuals, companies, and employer benefit groups throughout the United States and Canada. United Financial Freedom / 0520-Present / Investment Related: No /120 E 13065 S Draper, UT 84020 / Agent / Debt Elimination tool / Hrs Work Monthly: 4 / Sec Trading Hrs:1 / Introduce appropriate clients to this software tool, refer them to a specialist to get them set up on the plan. US PROCESSING SOLUTIONS COMPANY POSITION: Referring Associate NATURE: College Loan advice INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2022 ADDRESS: 17612 Beach Blvd, Huntington Beach CA 92647, United States DESCRIPTION: Referring clients for possible college loan repayment assistance, setting up 3-way phone appointments ADAMIS GROUP \ POSITION: Brand Ambassador NATURE: Fragrance INVEST RELATED: No \ HRS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 \ ADDRESS: 32 East 57th Street, 8th Floor, New York NY 10022, \ DESCRIPTION: Promoting / selling fragrance NDM SERVICES \ POSITION: admin assistant NATURE: Administrative Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 3 START DATE: 06/10/2024 ADDRESS: 8081 Philips Hwy, Jacksonville FL 32256 \ DESCRIPTION: Admin and service work

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-25
• S63 Uniform Securities Agent State Law Examination
  2016-02-20

Other Names

• Lisa A Risoldi