Unclaimed
Joan Gartner is a registered representative with Park Avenue Securities LLC. Joan is located in Garden City, NY and has been in the industry since January 12, 2011. Joan specializes in portfolio management, financial planning, and educational seminars.
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.
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NY
01/12/2011 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
BC
Issued 01/10/2011
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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