Unclaimed
Alec Picardi is a registered representative with Park Avenue Securities LLC and has been in the industry since August 2018. Alec holds a Series 6, Series 63 and SIE license. Alec is registered in Colorado, District of Columbia, Florida, Illinois, Maryland, Michigan, New Jersey and Pennsylvania. Alec specializes in investments, insurance, retirement and financial planning. Park Avenue Securities is a firm with headquarters in New York, New York and has over 62,000 client accounts under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/17/2018 - Present
Park Avenue Securities LLC (POTTSTOWN PA)
BC
Issued 07/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alec Picardi is the right advisor for you? Invested Better is here to help.