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Jennie Marie Sherman

Park Avenue Securities LLC

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About Jennie Marie Sherman

Jennie Marie Sherman is a financial professional who has been active in the securities industry since 2002. She has a Series 7, Series 7A, Series 25 and SIE, licenses and has a current registration with Park Avenue Securities LLC. Jennie is currently located at the Park Avenue Securities LLC office in Shrewsbury, NJ. Prior to joining Park Avenue Securities, Jennie was employed by CIBC WORLD MARKETS CORP. in New York, NY and Monaco Brokerage Corporation in New York, NY. Jennie specializes in providing financial planning and portfolio management services to individual and business clients.

Firm Information

Jennie Sherman 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennie Sherman’s Registration & Firm History

NJ

10/20/2023 - Present

Park Avenue Securities LLC (SHREWSBURY NJ)

NY

06/18/2002 - 09/07/2006

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

10/01/2000 - 06/14/2002

MONACO BROKERAGE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2023

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2003

Series 7A - Floor Broker Representative Exam

BC

Issued 03/30/1999

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennie Marie Sherman.
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