Unclaimed
Jeff Abodeely is a financial advisor with Park Avenue Securities LLC. Jeff has been in the financial services industry since 2003 and has a strong background in investments. Jeff has a Series 6, 7, 26, 63 and 65 licenses. Jeff has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jeff specializes in financial planning, investment management, and retirement planning. Jeff is committed to providing his clients with personalized financial advice and guidance.
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.
1
2
TX
08/01/2024 - Present
Park Avenue Securities LLC (FORT WORTH TX)
TX
04/21/2016 - 03/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
10/01/2012 - 04/20/2016
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
06/18/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
09/24/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
TX
01/05/2007 - 09/12/2007
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
09/07/2006 - 11/07/2006
FARMERS FINANCIAL SOLUTIONS, LLC (HURST TX)
NV
07/24/2002 - 08/31/2006
FARMERS FINANCIAL SOLUTIONS, LLC (RENO NV)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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