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Chantel Lynne Wood

Park Avenue Securities LLC

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About Chantel Lynne Wood

Chantel Lynne Wood is a financial professional with over 12 years of experience in the financial services industry. Chantel is currently registered with Park Avenue Securities LLC and has a Series 6, Series 63, Series 99TO and SIE. Before joining Park Avenue Securities LLC, Chantel was with THRIVENT DISTRIBUTORS, LLC and THRIVENT INVESTMENT MANAGEMENT INC.

Firm Information

Chantel Wood 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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Chantel Wood’s Registration & Firm History

PA

10/28/2022 - Present

Park Avenue Securities LLC (BETHLEHEM PA)

WI

11/18/2015 - 11/26/2021

THRIVENT DISTRIBUTORS, LLC (Appleton WI)

WI

08/11/2009 - 12/28/2015

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

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Licenses & Designations

BC

Issued 09/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chantel Lynne Wood. Review regulatory record here.
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