Unclaimed
Jeffrey Bingham is a financial advisor at Park Avenue Securities LLC in Wyomissing, PA. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Jeffrey is dedicated to helping his clients achieve their financial goals.
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
PA
08/24/2023 - Present
Park Avenue Securities LLC (WYOMISSING PA)
NJ
07/24/2003 - 07/30/2009
STATE FARM VP MANAGEMENT CORP. (WEST ORANGE NJ)
NJ
04/06/1993 - 05/19/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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