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Lena Syed

2 Years of Experience
Vienna, VA
BrokerSells Insurance

Lena Syed is a registered investment advisor, based in Vienna, VA, with 2 years of industry experience.

Location

8605 Westwood Center Drive, Suite 505, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lena works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. Lena also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2024 - Present · 2 yrs
Florida Financial Advisors, LLC
February 2024 - Present · 2 yrs 3 mos
State Registrations6 states
FLIAINKYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.