Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Geretz is an investment advisor representative with Park Avenue Securities LLC. John has been in the industry since 2010 and has a Series 6, Series 63, SIE and Series 65 license. John has worked at Northwestern Mutual Investment Services, LLC and Guardian Life Insurance Company of America.
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
OH
04/16/2014 - Present
Park Avenue Securities LLC (BEACHWOOD OH)
OH
09/10/2010 - 02/21/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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