Unclaimed
Samuel Brennan Lingo is a financial advisor who is registered with Park Avenue Securities LLC. Samuel has been in the industry for a little over two years and is licensed in Indiana and Kentucky. Samuel specializes in providing financial planning and investment advice to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. Samuel is committed to providing personalized service and helping 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.
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
IN
03/06/2024 - Present
Park Avenue Securities LLC (EVANSVILLE IN)
IN
07/07/2021 - 11/20/2023
PRUCO SECURITIES, LLC. (Princeton IN)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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