Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Nebel is a financial advisor with Kestra Advisory Services, LLC, located in Timonium, Maryland. Lena has been working in the financial services industry since 1999. Lena is registered to provide investment advice in 31 states and holds Series 6, 7, 63, and 65 licenses. Lena also holds the Certified Financial Planner designation. Lena provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Lena has experience working with a wide range of clients, including high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
MD
01/16/2018 - Present
Kestra Advisory Services, LLC (Timonium MD)
MD
11/11/2015 - 01/16/2018
TRIAD ADVISORS, INC. (Columbia MD)
MD
04/20/2000 - 11/19/2015
LPL FINANCIAL LLC (COLUMBIA MD)
NY
08/24/1999 - 04/20/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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