Lisette Mandwee Ndzie

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Transamerica Financial Advisors, Inc
  Houston, TX
• 01/2012 → Present
  Wfgia
  Houston, TX
• 11/2012 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 02/2017 → 04/2018
  Walgreens
  Houston, TX
• 05/2017 → 03/2022
  Debtmerica Relief
  Santa Ana, CA
• 07/2021 → 12/2024
  Lspn Pro, Llc
  Lindon, UT
• 11/2021 → Present
  National Association Of Registered Security Analysts
  Melville, NY
• 05/2022 → Present
  Drastic Steps, Llc
  Houston, TX
• 10/2022 → Present
  God'S Garage
  Conroe, TX
• 01/2019 → Present
  Lisette Mandwee Ndzie Sole Prop - Dba Lisette Mandwee Ndzie Fina
  Houston, TX
• 06/2023 → Present
  Transamerica Employee Benefits
  Cedar Rapids, IA
• 09/2022 → Present
  God'S Garage
  Conroe, TX
• 01/2025 → Present
  Inheritguard, Llc
  Sheridan, WY
• 01/2025 → Present
  Legacyshield Solutions, Inc.
  Woburn, MA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Drastic Steps, LLC / 0522-Present / Investment Related: No / 5807 Beverlyhill St, 27 Houston, TX 77056 / Managing Member / I need an assistant / Hrs. Work Monthly:10 / Sec Trading Hrs:1/ I will be responsible for hiring and training an administrative assistant. I may hire other staff seasonally based on the need. The assistant will help with my non-securities business, which will allow me to focus on learning my securities business. NATIONAL ASSOCIATION OF REGISTERED SECURITY ANALYSTS | NOT INVESTMENT RELATED | 68 SOUTH SERVICE ROAD STE 100 MELVILLE NY 11747 | SOCIAL SECURITY MEDICARE | START DATE: 11/1/2021 | 20HR/MO-1HR DURING TRADING | PROVIDING CLIENTS ADVICE ON ISSUES RELATED TO SOCIAL SECURITY. Heartland Institute of Financial Education/No/8301 East Prentice Avenue, Suite 312, Greenwood Village, CO, 80111/Financial Education, College planning, funding and coaching program/College Consultant/11.30.2012/5/0/As a certified College Consultant, I help families understand the need to plan for college by using the HIFE approved powerpoint presentation and brochures. In case parent are interested in enrolling their kids into the program, I help them go through the enrollment process with HIFE. Once that step is completed, HIFE will assist the student in the college planning process (help identify the right major, the right school, scholarships that student can apply to, provide continuous coaching). Along the way, I stay in contact with the student and parents to make sure the student is completing the tasks assigned by the HIFE coach. The end goal is to ensure that the student gets full advantage of the program. LISETTE MANDWEE NDZIE SOLE PROP - DBA LISETTE MANDWEE NDZIE FINANCIAL SERVICES (MY CURRENT BUSINESS ACCOUNT)POSITION: Client NATURE: It is just a bank account allowing me to track my business expenses and income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2019ADDRESS: 5171 San Felipe St, Houston TX 77056, United States DESCRIPTION: None TRANSAMERICA EMPLOYEE BENEFITS POSITION: Agent NATURE: Offers employee benefits packages INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 6400 C Street SW, Cedar Rapids IA 52499, United States DESCRIPTION: I would like to provide an array of services to small businesses that can help in employee recruitment and retention. These include employer-paid group term life insurance, supplemental health insurance, disability insurance or any other employee benefits offered by Transamerica Employee Benefits that can help meet the needs of both employers and employees. GOD'S GARAGE \ POSITION: They want me to become a Board Member NATURE: Non Profit for poverty. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2022 ADDRESS: 2106 E Davis St, Conroe TX 77301 \ DESCRIPTION: Meetings, and onboarding LEGACYSHIELD SOLUTIONS, INC. POSITION: Referral partner NATURE: Estate Plans (trust and wills) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 30 START DATE: 01/08/2025 ADDRESS: LegacyShield Solutions, Inc., 1 Linscott Rd, Woburn MA 01810, United States DESCRIPTION: I schedule an appointment with a LegacyShield estate planning attorney whenever have a client that may need their services. The initial consultation is free of charges. INHERITGUARD, LLC POSITION: NOT APPLICABLE/NONE NATURE: Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 30 START DATE: 01/08/2025 ADDRESS: 30 N Gould Street, STE 41954, SHERIDAN WY 82801, United States DESCRIPTION: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-31
• S63 Uniform Securities Agent State Law Examination
  2016-06-21

Other Names

• Florence Felicite Not Applicable
• Lisette Ngamessi Mandwee Ndzie