Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ioulia? Claim Your ProfileIoulia Guerin is a financial advisor with Park Avenue Securities LLC, a registered investment advisor with offices in New York and Minnesota. Ioulia is a Series 6, 7, 26 and 63 licensed professional with experience in the financial services industry since 2014. Ioulia's areas of specialization include investment advisory services, financial planning, educational seminars, and selection of other advisors. Ioulia has a diverse clientele including individuals, high-net-worth individuals, corporations, 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.
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2
MN
03/27/2024 - Present
Park Avenue Securities LLC (MINNETONKA MN)
MN
03/14/2020 - 11/02/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
NY
10/06/2014 - 03/09/2017
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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