Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Wallack Samuels is a financial advisor at Park Avenue Securities LLC, a firm with a national presence. Ethan holds the Series 6, Series 63, Series 65 and SIE licenses. Ethan has over 8 years of experience in the financial services industry, having previously worked with Northwestern Mutual Investment Services LLC and other firms. Ethan focuses on providing financial planning, portfolio management for individuals, and educational seminars. Ethan works with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
CA
11/08/2023 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
03/01/2016 - 05/20/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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