Unclaimed
Jennifer Leigh Tyler wilhelmy is a financial advisor with Park Avenue Securities LLC. Jennifer Leigh Tyler wilhelmy has been in the industry since May 13, 2008, and specializes in financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Jennifer Leigh Tyler wilhelmy is licensed in Arizona. Jennifer Leigh Tyler wilhelmy has previously worked at SAYBRUS EQUITY SERVICES, INC, M HOLDINGS SECURITIES, INC., THE LEADERS GROUP, INC., ING FINANCIAL PARTNERS, INC., AXA DISTRIBUTORS, LLC, and PACIFIC SELECT DISTRIBUTORS, INC.
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
NY
02/01/2018 - Present
Park Avenue Securities LLC (NEW YORK NY)
CT
02/16/2016 - 12/31/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
AZ
03/18/2014 - 12/17/2015
M HOLDINGS SECURITIES, INC. (PHOENIX AZ)
CO
02/07/2013 - 04/30/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
05/31/2012 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (AVON CT)
NC
01/07/2008 - 03/19/2012
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
AZ
11/17/2006 - 12/14/2007
PACIFIC SELECT DISTRIBUTORS, INC. (PHOENIX AZ)
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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