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Jeremy S Knobel

Park Avenue Securities LLC

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About Jeremy S Knobel

Jeremy Knobel is a financial advisor with Park Avenue Securities LLC. Jeremy has been in the financial industry since 2001. Jeremy holds a Series 7, Series 63, and Series 65 licenses and has been registered with the state of Illinois since 2011. Jeremy is also a Certified Financial Planner and a Chartered Financial Consultant. Jeremy provides a range of financial planning and investment advisory services to individuals, families, businesses, and retirement plans. Jeremy is committed to helping clients achieve their financial goals.

Firm Information

Jeremy Knobel 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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Jeremy Knobel’s Registration & Firm History

IL

08/10/2020 - Present

Park Avenue Securities LLC (DEERFIELD IL)

IL

07/23/2003 - 06/01/2011

CLARK SECURITIES, INC. (DEERFIELD IL)

IL

06/27/2001 - 07/10/2003

RE-DIRECT SECURITIES CORP (VILLA PARK IL)

IN

01/23/2001 - 06/26/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

01/23/2001 - 06/26/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 03/05/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy S Knobel.
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