Unclaimed
Alex Perricone is a financial advisor with Park Avenue Securities LLC. Alex is registered with the state of New Jersey and Pennsylvania as an Investment Advisor Representative. Alex has passed the Series 7TO, SIE and Series 66 exams. Alex is a registered representative with FINRA and has been in the financial industry for more than 2 years. Alex specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
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NJ
05/27/2022 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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