Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Segura is a financial advisor with Park Avenue Securities LLC. Jose has been in the securities industry since 2004. Jose has worked at other firms in the past, including MML Investors Services, LLC, NYLIFE Securities Inc., and Northwestern Mutual Investment Services, LLC. Jose is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, Series 63, and Series 66 licenses. Jose is also registered as an investment advisor representative in Arkansas, California, Florida, Indiana, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Virginia, and Wisconsin. Jose has worked at Park Avenue Securities LLC since 2013. Jose's current employment location is in Latham, New York. Jose's other business activities include running for visionary of the year for Leukemia & Lymphoma Society. Jose has also been a member of Friends Real Estate Partners since 2023. Jose specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jose is a valuable resource for individuals looking for financial advice.
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
NY
09/17/2021 - Present
Park Avenue Securities LLC (LATHAM NY)
NY
08/15/2006 - 04/21/2011
MML INVESTORS SERVICES, LLC (ALBANY NY)
NY
05/09/2006 - 07/19/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/15/2004 - 03/27/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
BOTH
Issued 11/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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