Unclaimed
Eileen Rice is a financial advisor with over 25 years of experience in the industry. Eileen has been with Park Avenue Securities LLC since April 2012 and currently holds active registrations in 16 states for both securities and investment advisory services. Eileen also holds FINRA Series 7 and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Eileen has specialized in serving the needs of individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to her work with Park Avenue Securities, Eileen is a Living Balance Sheet Faculty member and provides instruction on the philosophy around the approach to financial planning.
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.
1
2
CA
07/25/2017 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
02/19/2004 - 04/25/2012
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
IN
08/28/2001 - 02/02/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
09/29/1998 - 02/02/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 09/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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