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Kristine Erin Wiley

Park Avenue Securities LLC

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About Kristine Erin Wiley

Kristine Wiley is a registered representative with Park Avenue Securities LLC. Kristine is also a registered investment advisor representative in New Jersey. Kristine has been in the financial services industry since 2007 and has experience with a variety of firms, including Capital One Investing, LLC and Pershing LLC. Kristine holds the Series 7 and Series 66 licenses and the SIE exam. Kristine provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Kristine is also a New Jersey public notary and will receive payment in exchange for witnessing and notarizing documents.

Firm Information

Kristine Wiley 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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Kristine Wiley’s Registration & Firm History

NY

04/29/2019 - Present

Park Avenue Securities LLC (NEW YORK NY)

DE

06/12/2015 - 08/07/2018

CAPITAL ONE INVESTING, LLC (Wilmington DE)

PA

09/12/2008 - 05/29/2015

PERSHING LLC (KING OF PRUSSIA PA)

NJ

10/03/2007 - 12/03/2007

AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)

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Licenses & Designations

BOTH

Issued 09/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristine Erin Wiley.
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