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Juan pablo Bustamante

Park Avenue Securities LLC

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About Juan pablo Bustamante

Juan pablo Bustamante is a registered representative with Park Avenue Securities LLC, a firm headquartered in New York, NY. Juan pablo is a financial professional with over 5 years of experience in the industry and has active licenses in 11 states. Juan pablo has a strong track record of providing comprehensive financial planning and portfolio management services for both individual and institutional clients.

Firm Information

Juan pablo Bustamante is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Juan pablo Bustamante’s Registration & Firm History

CA

11/15/2024 - Present

Park Avenue Securities LLC (SAN DIEGO CA)

TX

06/20/2019 - 06/09/2022

ALTERNA SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Juan pablo Bustamante.
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