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Gerald J Lee

Park Avenue Securities LLC

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About Gerald J Lee

Gerald Lee is a financial professional with over 20 years of experience in the industry. Gerald is currently registered with Park Avenue Securities LLC and is licensed to provide securities and investment advisory services in Arizona, California, Hawaii and Texas. Gerald holds the Series 6 and Series 63 licenses as well as the SIE exam. Gerald has worked at Park Avenue Securities LLC since July 2002 and previously was with MONY Securities Corporation in New York, NY. Gerald's area of expertise includes specializations in investments, insurance, mutual funds and variable annuities. Park Avenue Securities is a full-service investment firm that provides a broad range of financial products and services to individuals, businesses, and institutions.

Firm Information

Gerald Lee 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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Gerald Lee’s Registration & Firm History

CA

07/15/2002 - Present

Park Avenue Securities LLC (IRVINE CA)

NY

12/17/1999 - 06/17/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald J Lee.
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