Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Cazabat is a financial advisor with over 15 years of experience in the financial industry. Lena has a strong track record of providing personalized financial advice to individuals and families. Lena is a registered representative of Atlas Private Wealth Advisors and has a Series 7 and 66 license. Lena is also a registered Investment Advisor Representative with Atlas Private Wealth Advisors and is registered in several states. Lena is a dedicated professional who is committed to helping her 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.
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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NJ
09/09/2016 - Present
Atlas Private Wealth Advisors (MATAWAN NJ)
NJ
03/30/2009 - 12/17/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
BOTH
Issued 04/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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