Unclaimed
Jeffrey Pawlowski is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is a registered representative with Park Avenue Securities LLC and has a broad range of experience in financial planning, portfolio management, and insurance. Jeffrey has been with Park Avenue Securities LLC since 2009 and is dedicated to helping clients achieve their financial goals. Jeffrey is a highly qualified professional with a strong track record of success. Jeffrey is committed to providing personalized service and helping clients build a secure financial future.
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
OR
02/02/2022 - Present
Park Avenue Securities LLC (LAKE OSWEGO OR)
OR
09/06/1988 - 09/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
WI
02/22/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/1997
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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