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Andrew Rogel

Park Avenue Securities LLC

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About Andrew Rogel

Andrew Rogel is a financial advisor who has been working in the industry since June 24, 2020. Andrew is currently registered with Park Avenue Securities LLC. Andrew is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA). Andrew holds Series 66, Series 7TO, and SIE licenses. Andrew specializes in portfolio management for businesses and individuals, financial planning, and educational seminars. Andrew is registered in 22 states and is licensed to provide financial advice to individuals, businesses, and charitable organizations. Andrew has a history of working with clients in various industries, including financial services, education, and retail.

Firm Information

Andrew Rogel is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Rogel’s Registration & Firm History

CA

02/26/2024 - Present

Park Avenue Securities LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Rogel.
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