Lisa Chalker

Current Employers

Employment History

• 01/2021 → Present
  Transamerica Financial Advisors, Inc
  Bohemia, NY
• 06/2019 → Present
  Wfgia
  Bohemia, NY
• 08/2003 → Present
  Family Affair Distributing Inc.
  North Massapequa, NY
• 09/2021 → Present
  Revolt Healthcare Alliance
  Frisco, TX
• 05/2022 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 04/2019 → Present
  Revolution Financial Management
  Port Jefferson Station, NY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 04/2019PRESENTRevolution Financial ManagementPort Jefferson StationNew YorkUnited StatesYesNA Heartland Institute of Financial Education / 0522 -Present/ No / 8301 E. Prentice Ave., Ste.312 Greenwood Village, CO 80111 /CFEd / financial education / Hrs. Work Monthly: 20 / Sec Trading Hrs: 2 / The institute's objective is to endure affordable, easily accessible financial education for people everywhere. I will be a certified financial educator. Revolt Healthcare Allicance/No/5 Cowboys Way Frisco, TX 75034/Health insurance Agent/ 09/09/2021 / 10 / 1 / Health insurance referrals /Approved with Restrictions FAMILY AFFAIR DISTRIBUTING INC./Investment Related - No/282 N. Poplar Street, North Massapequa, NY 11758/It is a marketing company focusing on promotional products, decorated apparel and printing services./Owner/08.2003/40/20/I have all functions of running this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-28
• S63 Uniform Securities Agent State Law Examination
  2021-03-06