Unclaimed
Kevin Manning is a financial advisor with Park Avenue Securities LLC. Kevin has been in the industry since August 16, 2008 and holds both Series 63 and Series 7 licenses as well as the Securities Industry Essentials Examination. Kevin is a Chartered Financial Analyst. Kevin specializes in providing financial planning, educational seminars and portfolio management for individuals. Kevin is currently registered in 17 states as an investment advisor.
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
NY
10/02/2018 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
08/12/2008 - 05/09/2017
ENTRUSTPERMAL SECURITIES LLC (NEW YORK NY)
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Manning is the right advisor for you? Invested Better is here to help.