Sandra C Vizner

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 11/2016
  Park Avenue Securities Llc
  Charlotte, NC
• 07/1995 → Present
  The Guardian Life Insurance Company
  Cornelius, NC
• 11/2016 → Present
  Park Avenue Securities
  Cornelius, NC
• 07/2013 → 12/2017
  Guardian Life Insurance
  Huntersville, NC
• 07/2013 → 12/2017
  Park Avenue Securities
  Huntersville, NC

Previous Registrations

• 2000-12-31 → 2004-04-01
  C.P. Advisory Services
  Cornelius, NC

Other Businesses

1. LAPIS FINANCIAL STRATEGIES, LLC Sales of P & C, insurance and when appropriate annuities, health, ltc, disability and life insurance other than Guardian products Start: 01/23/2015 Address: 20212 Zion Avenue Cornelius, NC 28078 Hrs per month - Tot/Bus: 15/12 Investment related >10% annual compensation 2. Property ownership Purchased commercial real estate to conduct business in. Lease out the upstairs to a commercial tenant Start: 01/01/2003 Address: 20212 Zion Ave Cornelius, NC 28031 Hrs per month - Tot/Bus: 5/1 Investment related >10% annual compensation 3. Other Insurance Broker for Legal Shield for individuals and group plans Start: 03/01/2019 Address: 20212 Zion Ave Cornelius, NC 28031 2 bus hours per month Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1995-11-03

Other Names

• Sandi Vizner
• Sandi Jayne Curlin
• Sandi C Vizner
• Sandra Curlin Vizner