Unclaimed
Alex Burns is a registered representative with Park Avenue Securities LLC. Alex has been in the industry since October 2, 2023. They have successfully passed the Series 7, Series 66 and SIE exams. Alex is currently licensed to conduct securities business in California, Florida, Massachusetts, New York, and Virginia. Alex offers a range of financial services including financial planning, educational seminars, and portfolio management for individuals.
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
MA
09/26/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 11/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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