Unclaimed
Genevieve Sara Paeglow is a registered investment advisor representative and has been in the industry since July 2021. Genevieve Sara is currently registered with Park Avenue Securities LLC in Maryland and New York. She is also registered with Financial Growth Partners in Maryland. She holds Series 66, 24, 7TO, and SIE licenses. Genevieve Sara specializes in financial planning, portfolio management for individuals, and selection of other advisors. She works with individual clients, 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.
1
2
MD
08/23/2024 - Present
Park Avenue Securities LLC (Hunt Valley MD)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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