Unclaimed
Christopher J Lema is a financial advisor registered with Park Avenue Securities LLC. Christopher J Lema has been in the financial industry since July 5, 2006 and has been with Park Avenue Securities LLC since August 2009. Christopher J Lema's experience in the financial services industry spans over 17 years, and Christopher J Lema has a strong track record of providing personalized financial advice to individuals and families. Christopher J Lema is committed to helping clients achieve their financial goals through a comprehensive approach to financial planning, including investment management, retirement planning, and estate planning. Christopher J Lema is also a licensed insurance agent, so Christopher J Lema is able to provide clients with a wide range of financial products and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/17/2021 - Present
Park Avenue Securities LLC (ELK GROVE CA)
CA
01/25/2006 - 02/08/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
IA
Issued 12/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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