Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeff M Abodeely

Park Avenue Securities LLC

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

About Jeff M Abodeely

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.

Firm Information

Jeff Abodeely 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.

Jeff Abodeely’s Registration & Firm History

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)

Not sure if Jeff M Abodeely is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeff M Abodeely. Review regulatory record here.
Not sure if Jeff M Abodeely is right for you?