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Lisa Sotir Ozkan

NEA Member Benefits

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About Lisa Sotir Ozkan

Lisa Ozkan is a registered investment advisor representative associated with NEA Member Benefits. Lisa has been in the financial services industry since September 2005. Lisa is currently registered in Maryland. Lisa passed the Uniform Investment Adviser Law Examination in January 2025.

Firm Information

Lisa Ozkan is currently registered with NEA Member Benefits. NEA Member Benefits is an investment advisor based in GAITHERSBURG, MD with 2 licensed agents, 1 investment adviser representatives, and 1 registered representative. The firm provides educational seminars and publishes periodicals. NEA Member Benefits has 101,945 clients, primarily participants in the program described in Schedule D Miscellaneous.
NEA Member Benefits

900 CLOPPER ROAD

GAITHERSBURG, MD 20878-1360

Not reported

Assets Under Management

101,945

Total Clients

1

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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see schedule d miscellaneous

See schedule d miscellaneous

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

See schedule d miscellaneous

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Lisa Ozkan’s Registration & Firm History

MD

01/29/2025 - Present

NEA Member Benefits (GAITHERSBURG MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Sotir Ozkan.
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