Business Description
Performing an in depth and comprehensive analysis that helps maximize clients wealth while increasing protection against unexpected life events and unnecessary taxes.
General Information Gender:    Male CRD#:    2583796 Firm CRD#:    46173 Name of Broker/Dealer:    Park Avenue Securities, LLC States Licensed in:    NY, NJ, NV Years of Experience in Financial Services:    13 Number of Years with Current Firm:    2 Work Experience:
Education Academic Background   BBA, Finance - Baruch College MBA, Finance - Wagner College
Services Investment Types:    Variable Insurance Products, Mutual Funds, Annuities, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant Securities Licenses:    Series 65, Series 7, Series 63
Firm Information Number of Advisors in Office:    100 - 999 employees
Compliance Registered 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:    $100,000 Compensation Methods:    Based on Assets, Commissions Fee % Based on Assets:    1%
Prepared By:	Michael Leibowiz
Most Recent Update:	07/29/2008

Frequently Asked Questions

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