Unclaimed
Ken Lahners is a financial professional with over 28 years of experience in the industry. Ken has a strong background in securities and investment advising, having held positions at prominent firms like J.P. Morgan Securities LLC and Folio Investments, Inc. Ken currently works at Park Avenue Securities LLC, a well-established firm known for its expertise in financial planning and portfolio management. Ken's expertise spans a wide range of financial services, making him a valuable resource for clients seeking guidance on their investment strategies.
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
NY
09/27/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
09/01/2017 - 02/21/2023
J.P. MORGAN SECURITIES LLC (New York NY)
VA
10/20/2004 - 08/23/2017
FOLIO INVESTMENTS, INC. (MCLEAN VA)
NY
03/26/2001 - 08/18/2003
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
NY
07/13/1998 - 03/12/2001
RESRV PARTNERS, INC. (NEW YORK NY)
ME
09/16/1996 - 11/11/1996
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
07/12/1994 - 05/16/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
12/05/1992 - 06/08/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/14/1990 - 11/25/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ken Lahners is the right advisor for you? Invested Better is here to help.