Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Penland is a financial professional with over 40 years of experience in the industry. Lee is currently registered with Park Avenue Securities LLC, a firm with a long history of serving a diverse clientele. Lee has a wide range of experience in financial planning and portfolio management. Lee offers a variety of services, including financial planning, educational seminars, and portfolio management. Lee is committed to helping clients achieve their financial goals.
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
GA
07/19/2023 - Present
Park Avenue Securities LLC (ATLANTA GA)
GA
10/02/2003 - 03/31/2023
KESTRA INVESTMENT SERVICES, LLC (Woodstock GA)
IN
04/17/1979 - 10/24/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/17/1979 - 10/24/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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