Unclaimed
Joseph Daniel Silla is an Investment Advisor Representative with Park Avenue Securities LLC, working out of the Costa Mesa, CA office. Joseph is a registered Investment Advisor Representative in 11 states and has over 13 years of experience in the financial services industry. He is also a Registered Representative in California. Joseph is a Series 6, 7, 63, 65 and SIE licensed professional. Joseph also works with Guardian Life Insurance Company of America, providing insurance products such as long term care, income annuities, disability and life insurance.
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
CA
07/16/2018 - Present
Park Avenue Securities LLC (COSTA MESA CA)
CA
11/04/2014 - 02/06/2017
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
09/30/2010 - 10/31/2014
SIGNATOR INVESTORS, INC. (IRVINE CA)
IA
Issued 04/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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