Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Arnold is a financial advisor with Park Avenue Securities LLC. Lisa has been in the financial industry for nine years and is registered to provide investment advice in 15 states. Lisa holds the Series 7, Series 66, and SIE licenses. Lisa specializes in providing financial planning, educational seminars, and investment management services to individuals and families.
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
08/12/2020 - Present
Park Avenue Securities LLC (ATLANTA GA)
BOTH
Issued 07/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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