Alisa Le, CFP®

Financial Representative/Financial Advisor of Park Avenue Securities at Pacific Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Diego County, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Representative/Financial Advisor of Park Avenue Securities
      • Jun 2006 - Present

      Strategies include -insurance planning -debt management -investment management -tax efficient strategies -lowering overall financial risks -increasing the efficiency and effectiveness of financial decisions Our technologies help people to achieve a higher overall level of financial balance and organization. Specialties: Dental professionals Medical professionals Business owners

    • Financial Representative/Financial Advisor of Park Avenue Securities
      • Jun 2006 - Present

      Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific… Show more Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0E92490. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

  • The American College
    CFP, Financial Planning
    2008 - 2011
  • University of California, Los Angeles
    BA, Business Economics & Accounting
    2002 - 2006
  • American University of Paris
    2004 - 2004

Community

You need to have a working account to view this content. Click here to join now