Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Koby? Claim Your ProfileKoby Gartner is a registered investment advisor representative at Park Avenue Securities LLC. Koby is based out of the Cranston, Rhode Island branch office. Koby has been in the industry for less than 1 year. Koby has Series 7TO, SIE and Series 66 licenses and is registered in Rhode Island and Virginia. Koby has previous experience at SAGEPOINT FINANCIAL, INC. and OSAIC WEALTH, INC.. Koby provides financial planning, educational seminars, and portfolio management for individuals.
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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RI
10/31/2024 - Present
Park Avenue Securities LLC (CRANSTON RI)
RI
03/13/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CRANSTON RI)
BOTH
Issued 05/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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