Unclaimed
Anna Maxon is a registered representative with Park Avenue Securities LLC. Anna is a financial advisor with more than 10 years of experience in the industry. Anna holds Series 7TO, Series 66, and SIE licenses. Anna specializes in financial planning, educational seminars, and portfolio management for individuals and businesses.
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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2
MN
06/01/2022 - Present
Park Avenue Securities LLC (ROCHESTER MN)
BOTH
Issued 04/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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