Unclaimed
Regena MacK is a financial professional with over 15 years of experience in the industry. She has been a registered representative since 2005 and has held positions at several firms including Alight Financial Solutions, LLC, LPL Financial LLC, and Vanguard Marketing Corporation. Regena currently holds her Series 6, SIE, and Series 63 licenses and is registered with Park Avenue Securities LLC as a Broker/Dealer and Investment Advisor. Regena provides financial planning and portfolio management services to individuals and businesses.
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.
1
2
NY
11/21/2022 - Present
Park Avenue Securities LLC (NEW YORK NY)
NC
01/30/2018 - 05/16/2022
ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)
SC
01/14/2016 - 03/30/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/12/2005 - 09/12/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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