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Anne Maleva Chamberlain

Park Avenue Securities LLC

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About Anne Maleva Chamberlain

Anne Chamberlain is a financial advisor with Park Avenue Securities LLC in LOUISVILLE, KY. Anne has been in the financial industry since 2002. Anne has a Series 6, 7, 63, and 65 license. Anne is registered in the states of CA, CO, FL, IN, KY, MD, MI, OH, TX, VA, and WI. In addition to providing financial services to individuals and families, Anne also works with charitable organizations, insurance companies, and pension plans. Anne Chamberlain and Park Avenue Securities LLC are dedicated to helping clients achieve their financial goals.

Firm Information

Anne Chamberlain 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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Anne Chamberlain’s Registration & Firm History

KY

08/24/2023 - Present

Park Avenue Securities LLC (LOUISVILLE KY)

KY

03/25/2017 - 11/20/2017

MML INVESTORS SERVICES, LLC (LOUISVILLE KY)

KY

03/25/2011 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (LOUISVILLE KY)

KY

11/13/2009 - 03/16/2011

PNC INVESTMENTS (LOUISVILLE KY)

KY

05/21/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (LOUISVILLE KY)

KY

01/05/2009 - 05/11/2009

WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)

KY

03/26/2008 - 01/02/2009

NATCITY INVESTMENTS, INC. (LOUISVILLE KY)

IN

10/31/2007 - 03/18/2008

NATIONAL PLANNING CORPORATION (NEW ALBANY IN)

IN

10/18/2006 - 11/01/2007

AMERICAN GENERAL SECURITIES INCORPORATED (NEW ALBANY IN)

GA

11/15/2001 - 08/10/2006

VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)

TX

11/15/2001 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 03/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/14/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anne Maleva Chamberlain.
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