Business Description

We will listen and understand what you are trying to achieve and in so doing help you visualize and vocalize what you really want.

We will put together written strategies with alternatives in a simple easy to follow modeling process. You will see, and perhaps for the first time, what eroding factors and lost opportunities are associated with your current plan.

We will continually inform and update you. For many, this is the main reason our clients stay with us. We will communicate and answer questions in an easy to understand language.

General Information

Gender:

Male

CRD#:

1005100

Firm CRD#:

46173

Name of Broker/Dealer:

Park Avenue Securities, LLC

States Licensed in:

NY, NJ, CT

Years of Experience in Financial Services:

Number of Years with Current Firm:

Education

Academic Background

BA, Chemistry - Cornell University (1979)

Services

Investment Types:

Mutual Funds, Annuities, Mortgages & Real Estate

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 7

Insurance and Annuity Licenses:

Annuity

Firm Information

Number of Advisors in Office:

100 - 999 employees

Compliance

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Vincent D'Addona