Unclaimed
Jon-paul Roy is a registered representative with Park Avenue Securities LLC and has been in the securities industry since 2020. Jon-paul Roy is licensed to provide investment advice in Alabama, Delaware, Florida, Georgia, North Carolina, South Carolina, Texas, and Virginia. Jon-paul Roy also holds the Series 66, Series 7TO, and SIE licenses. In addition to Jon-paul Roy's role at Park Avenue Securities LLC, Jon-paul Roy is also the owner of Vente Partners LLC, a business consulting service.
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
GA
01/11/2022 - Present
Park Avenue Securities LLC (ATLANTA GA)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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