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Kimberly Alice Wilcox

Park Avenue Securities LLC

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About Kimberly Alice Wilcox

Kimberly Wilcox is a financial advisor registered with Park Avenue Securities LLC and is based in PHILADELPHIA, PA. Kimberly has been in the financial services industry since 1998 and has a wide range of experience. Kimberly holds the Series 6TO, SIE and Series 6 licenses. Kimberly specializes in financial planning and portfolio management for individuals and businesses. Kimberly's areas of expertise include investing, retirement planning, college savings and estate planning. Kimberly is committed to helping clients achieve their financial goals.

Firm Information

Kimberly Wilcox 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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Kimberly Wilcox’s Registration & Firm History

PA

08/19/2019 - Present

Park Avenue Securities LLC (PHILADELPHIA PA)

NY

10/05/2000 - 03/11/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

WI

11/09/1998 - 03/13/2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 08/19/2019

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

BC

Issued 08/19/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Alice Wilcox.
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