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:    29 Number of Years with Current Firm:    9
Education Academic Background   BA, Chemistry - Cornell University (1979)
Services Investment Types:    Mortgages & Real Estate, Mutual Funds, Annuities
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 I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $250,000 Compensation Methods:    Commissions, Based on Assets
Prepared By:	Vincent D'Addona
Most Recent Update:	04/30/2008

Frequently Asked Questions

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