Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stanley Kwit is a financial advisor at Park Avenue Securities LLC. John has been in the financial industry since 2012. John has passed the Series 7, Series 63, and Series 66 exams. John is registered with the state of Florida. John also holds licenses with Wells Fargo Clearing Services, LLC, Edward Jones, Salomon Smith Barney Inc., and Guardian Life Insurance Company. John specializes in providing financial planning services to individuals, families, and businesses. John is committed to providing personalized financial advice that meets the needs of each client.
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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2
FL
11/14/2022 - Present
Park Avenue Securities LLC (NAPLES FL)
FL
10/24/2014 - 07/25/2017
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
05/29/2013 - 10/27/2014
EDWARD JONES (NAPLES FL)
NY
11/28/1997 - 03/19/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/21/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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