Patricia Lamparella
MediCare Certified Advisor with RH Benefits Insurance Services
- Role
- Financial Advisor at Pacific Advisors
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Patricia Lamparella
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Advisor
Jun 2015 — Present
Financial Advisor offering securities products and advisory services through Park Avenue Securities. Patricia M. Lamparella, CA Insurance License #0H31328, Registered Representative andFinancial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple Street, Suite 140,Ventura, CA 93003, 90••••••00. Securities products and advisory services offered throughPAS, member FINRA, SIPC. Financial Representative of The Guardian Life InsuranceCompany of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiaryof Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian.Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBAof 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.
Skills
- Ira Rollovers
- Retirement Planning
- Permanent Life Insurance
- Education Funding Strategies
- Sba 504
- Investments
- Life Insurance
- Finance
- Real Estate Financing
- Credit
- Management
- Financial Analysis
- Small Business Lending
- Sba
- Accounting
- Leadership
- Loan Origination
- Life Insurance Strategies
- Iras
- Non-Profit Volunteer
- Lifetime Income Strategies
- Mortgage Lending
- 401(K) Rollovers
- Insurance
- Licensed in Long Term Care Insurance
- Financial Services
- Commercial Mortgages
- Loans
- Small Business Succession Planning
- Small Business
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