Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felice? Claim Your ProfileFelice Wachtel is a financial advisor with over a decade of experience in the industry. Felice is currently registered with Park Avenue Securities LLC, a firm with a strong reputation for serving both individual and institutional clients. Prior to this, Felice worked with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC, where she honed her skills in financial planning and investment management. Her specializations include providing services related to securities, investment advisory services, insurance, and financial planning. Felice is dedicated to assisting clients in achieving their financial goals and providing personalized guidance tailored to their individual needs.
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
12/04/2023 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
10/16/2020 - 05/31/2023
MML INVESTORS SERVICES, LLC (IRVINE CA)
NH
11/18/2019 - 06/15/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manchester NH)
PA
05/15/2012 - 10/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 06/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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