Unclaimed
Chintan Mehta is a registered representative with Park Avenue Securities LLC and has been working in the financial services industry since 2016. Chintan is registered to offer securities and investment advisory services in North Carolina. Chintan has a series 66, Series 7, and SIE license. Previously, Chintan was employed with Equity Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Chintan has experience working with high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Chintan's professional experience also includes offering insurance products other than Guardian Life Insurance Company.
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
NC
08/09/2024 - Present
Park Avenue Securities LLC (RALEIGH NC)
NC
04/11/2024 - 07/19/2024
EQUITY SERVICES, INC. (CHARLOTTE NC)
NC
12/15/2022 - 11/27/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
01/17/2020 - 07/05/2022
MORGAN STANLEY (RALEIGH NC)
NC
08/02/2017 - 03/06/2018
MML INVESTORS SERVICES, LLC (RALEIGH NC)
PA
04/06/2016 - 12/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
BOTH
Issued 05/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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