Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Mauricio Padilla is a financial advisor with Park Avenue Securities LLC. Carlos has over 20 years of experience in the financial services industry. He is a registered representative with both FINRA and the State of Texas. Carlos holds Series 6, 63, 65 and SIE licenses. Carlos specializes in providing financial advice to individuals, families and businesses. Carlos works with clients to develop customized financial plans that address their specific needs and goals. His areas of expertise include retirement planning, college savings, investment management, insurance, and estate planning.
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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TX
04/21/2023 - Present
Park Avenue Securities LLC (AUSTIN TX)
TX
01/05/2021 - 05/03/2021
FARMERS FINANCIAL SOLUTIONS, LLC (AUSTIN TX)
NJ
05/22/2002 - 10/30/2009
LIBERTY LIFE SECURITIES LLC (PARSIPPANY NJ)
BC
Issued 12/21/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/25/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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