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Julie Ann Weyer

Park Avenue Securities LLC

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About Julie Ann Weyer

Julie Ann Weyer is a financial advisor registered with Park Avenue Securities LLC. Julie has been in the financial services industry since 2008 and has a strong focus on providing financial advice to individuals and families. She holds the Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam. She is dedicated to helping clients reach their financial goals through a variety of services, including financial planning, portfolio management, and educational seminars. Julie also offers advisory services related to pension and profit-sharing plans, and investment advisory services.

Firm Information

Julie Weyer 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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Julie Weyer’s Registration & Firm History

IN

08/31/2023 - Present

Park Avenue Securities LLC (EVANSVILLE IN)

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Licenses & Designations

IA

Issued 05/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Weyer.
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