Boris Lokshin
Finanacial Consultant at Park Ave. Securities
📍 Greater Boston, United States
Boris Lokshin is a highly accomplished financial advisor with Park Avenue Securities, holding both PhD and ChFC® designations. With over 30 years of experience, he specializes in comprehensive financial planning and wealth management for professionals and business owners, consistently earning elite industry recognition for his performance.
Read the full overview →Current Role
Finanacial Consultant
Location
Greater Boston, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Boris cares about
Comprehensive Wealth Management
With over 30 years of experience, he specializes in helping clients with personal planning, investments, insurance, and pension plans.
Elite Industry Performance
He is a multi-year qualifier for the MDRT "Top of the Table, " placing him in the top 1% of financial professionals worldwide.
Career
Work history
Finanacial Consultant
Park Ave. Securities
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
Boris has no verified education history
Social presence
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.