Unclaimed
Allison Henek is a financial advisor with Park Avenue Securities LLC, offering financial planning, educational seminars, and portfolio management for individuals. Allison is based in Melville, NY and has been in the industry since 2006. Allison has worked at AXA Advisors, LLC previously. Allison has Series 66, Series 7, and SIE exams and registrations in 16 states. Allison is a Registered Representative with FINRA and is a member of the National Association of Insurance and Financial Advisors.
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
NY
04/16/2021 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
08/28/2006 - 02/18/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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