Unclaimed
Elliott N. Singer is a financial advisor with Park Avenue Securities LLC, a registered investment advisor with offices in New York, New York. Elliott has over 12 years of experience in the financial services industry, specializing in financial planning, portfolio management, and educational seminars. Prior to joining Park Avenue Securities, Elliott was affiliated with firms including Pruco Securities LLC, Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, USA Financial Securities Corporation, Allstate Financial Services, LLC, and Northwestern Mutual Investment Services, LLC. Elliott has a strong track record of helping clients achieve their financial goals.
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
OH
07/10/2024 - Present
Park Avenue Securities LLC (Dayton OH)
OH
09/29/2022 - 06/03/2024
PRUCO SECURITIES, LLC. (Centerville OH)
KY
10/12/2020 - 09/15/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
11/07/2019 - 10/12/2020
J.P. MORGAN SECURITIES LLC (DAYTON OH)
CA
01/10/2019 - 10/11/2019
USA FINANCIAL SECURITIES CORPORATION (BURLINGAME CA)
CA
11/27/2013 - 07/28/2014
ALLSTATE FINANCIAL SERVICES, LLC (GILROY CA)
CA
04/21/2012 - 10/08/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN JOSE CA)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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