Unclaimed Profile

Lisa Sotir Ozkan

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland

SIE, Series 65Clean record1 years registeredNEA 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 · 1 years registered

Brand Profile

Not yet started

Career History

NEA MEMBER BENEFITS

Jan 2025 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · January 29, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEA MEMBER BENEFITS

CRD 138196 · SEC 801-64989

Employees

Total firm employees

Services offered by NEA MEMBER BENEFITS

Per Form ADV

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at NEA MEMBER BENEFITS →

Introduction

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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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