Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Palkowitsh is a financial professional with over 25 years of experience in the financial services industry. Brian is registered with Park Avenue Securities LLC and has a Series 7, Series 6, Series 63 and Series 65 license. Brian's previous experience includes positions with Ameriprise Financial Services, LLC, Transamerica Financial Advisors, Inc. and PFS Investments Inc. Brian specializes in providing financial planning, investment management, educational seminars and selection of other advisors for individuals and businesses. Brian currently works in the Hollywood office of Park Avenue Securities LLC.
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
FL
01/13/2025 - Present
Park Avenue Securities LLC (HOLLYWOOD FL)
FL
05/22/2024 - 08/07/2024
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
KS
02/21/2014 - 03/25/2021
AMERIPRISE FINANCIAL SERVICES, LLC (ULYSSES KS)
KS
09/04/2009 - 02/28/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (SYRACUSE KS)
KS
02/09/1996 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ULYSSES KS)
IA
Issued 12/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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