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Ivan Watanabe

Park Avenue Securities LLC

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About Ivan Watanabe

Ivan Watanabe is a financial advisor with Park Avenue Securities LLC. Ivan has been in the industry since 2008. Ivan has offices in Rye Brook, NY and Goldens Bridge, NY. Ivan has a Series 6, Series 63, and SIE licenses. Ivan has been registered with the state of New York since 2013. Ivan is also registered as an investment advisor representative in the state of New York. Ivan is a Registered Representative of Park Avenue Securities LLC and an Investment Advisor Representative of Guardian.

Firm Information

Ivan Watanabe 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 Watanabe’s Registration & Firm History

NY

04/16/2021 - Present

Park Avenue Securities LLC (RYE BROOK NY)

MA

07/15/2008 - 06/14/2013

NEW ENGLAND SECURITIES (BOSTON MA)

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Licenses & Designations

BC

Issued 07/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2008

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 Watanabe.
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