Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Jane Watkins

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Jane Watkins

Heather Watkins is a financial advisor with Park Avenue Securities LLC. Heather has over 15 years of experience in the financial services industry, and has a strong track record of helping clients achieve their financial goals. Heather specializes in financial planning and portfolio management. She is dedicated to providing her clients with personalized financial advice and guidance. Heather is also committed to educating her clients about their financial options. Heather has held previous roles at MML Investors Services, LLC, Signator Investors, Inc., MML Distributors, LLC, and Prudential Retirement Brokerage Services, Inc.

Firm Information

Heather Watkins 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Watkins’s Registration & Firm History

NY

10/23/2023 - Present

Park Avenue Securities LLC (NEW YORK NY)

MA

12/06/2019 - 10/20/2023

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

CT

09/18/2007 - 12/31/2009

SIGNATOR INVESTORS, INC. (ROCKY HILL CT)

MA

12/01/2004 - 12/14/2005

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

CT

05/06/2004 - 06/15/2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)

Not sure if Heather Jane Watkins is right for you?

Licenses & Designations

BC

Issued 10/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/19/2019

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Heather Jane Watkins. Review regulatory record here.
Not sure if Heather Jane Watkins is right for you?