Unclaimed
Gaye Lowenstein is a financial advisor with Park Avenue Securities LLC. Gaye has been a registered representative in the financial services industry since 1998 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Gaye has a strong understanding of financial planning and investment management. Gaye is committed to providing her clients with personalized financial advice and investment strategies that help them achieve their 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
CA
03/07/2024 - Present
Park Avenue Securities LLC (BEVERLY HILLS CA)
CA
04/03/2023 - 02/26/2024
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
05/06/2020 - 04/11/2023
NYLIFE SECURITIES LLC (LOS ANGELES CA)
CA
09/25/2008 - 07/16/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HILLS CA)
CA
09/17/2003 - 11/18/2004
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
MA
06/16/2000 - 09/03/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MO
01/09/1998 - 05/31/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gaye Lowenstein is the right advisor for you? Invested Better is here to help.