Unclaimed
Edward Youmell is a financial professional with over 20 years of experience in the financial services industry. Edward is currently a Registered Representative with Park Avenue Securities LLC and is licensed in Massachusetts. Edward has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Edward is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
NY
12/01/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
04/24/2001 - 05/26/2015
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
01/31/2013 - 01/02/2014
MMLISI FINANCIAL ALLIANCES, LLC (SPRINGFIELD MA)
MA
06/29/2006 - 03/05/2007
MMLISI FINANCIAL ALLIANCES, LLC (SPRINGFIELD MA)
MA
05/18/2005 - 05/08/2006
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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