Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey L Pawlowski

Park Avenue Securities LLC

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

About Jeffrey L Pawlowski

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.

Firm Information

Jeffrey Pawlowski 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.

Jeffrey Pawlowski’s Registration & Firm History

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)

Not sure if Jeffrey L Pawlowski is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey L Pawlowski.
Not sure if Jeffrey L Pawlowski is right for you?