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Eileen M Rice

Park Avenue Securities LLC

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About Eileen M Rice

Eileen Rice is a financial advisor with over 25 years of experience in the industry. Eileen has been with Park Avenue Securities LLC since April 2012 and currently holds active registrations in 16 states for both securities and investment advisory services. Eileen also holds FINRA Series 7 and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Eileen has specialized in serving the needs of individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to her work with Park Avenue Securities, Eileen is a Living Balance Sheet Faculty member and provides instruction on the philosophy around the approach to financial planning.

Firm Information

Eileen Rice 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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Eileen Rice’s Registration & Firm History

CA

07/25/2017 - Present

Park Avenue Securities LLC (IRVINE CA)

CA

02/19/2004 - 04/25/2012

MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)

IN

08/28/2001 - 02/02/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IN

09/29/1998 - 02/02/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 09/21/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eileen M Rice.
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