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Genevieve Sara Paeglow

Park Avenue Securities LLC

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About Genevieve Sara Paeglow

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.

Firm Information

Genevieve Paeglow is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Genevieve Paeglow’s Registration & Firm History

MD

08/23/2024 - Present

Park Avenue Securities LLC (Hunt Valley MD)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Genevieve Sara Paeglow.
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