Unclaimed Profile

Lisa Sotir Ozkan

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland

Clean recordNEA MEMBER BENEFITS

900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 5061654Firm CRD# 138196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Sotir Ozkan · GAITHERSBURG, MD

Registration

CRD #5061654 · NEA MEMBER BENEFITS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Sotir Ozkan is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA MEMBER BENEFITS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NEA MEMBER BENEFITS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Subscription fees

Other: SEE SCHEDULE D MISCELLANEOUS

Regulatory

SEC/IARD CRD# 5061654

Firm CRD# 138196

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Sotir Ozkan offer?

Lisa Sotir Ozkan is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.

What are Lisa Sotir Ozkan's credentials?

Lisa Sotir Ozkan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Sotir Ozkan located?

Lisa Sotir Ozkan is based in GAITHERSBURG, Maryland, working with NEA MEMBER BENEFITS. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.

How does Lisa Sotir Ozkan charge for services?

Lisa Sotir Ozkan's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEA MEMBER BENEFITS?

NEA MEMBER BENEFITS has approximately 93 employees. The firm is registered with the SEC as an investment adviser.

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