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Ivan W Mercer

Park Avenue Securities LLC

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About Ivan W Mercer

Ivan Mercer is a financial advisor who has been in the industry since 2012. Ivan is currently registered with Park Avenue Securities LLC and holds licenses in Arizona, California, Colorado, Florida, New York, Oregon, Pennsylvania, Texas and Utah. Ivan has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, educational seminars and selection of other advisors. Ivan has experience working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Ivan Mercer 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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Ivan Mercer’s Registration & Firm History

CA

06/13/2022 - Present

Park Avenue Securities LLC (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 04/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan W Mercer.
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