Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M jonathan? Claim Your ProfileM Jonathan Adler is a financial advisor with Park Avenue Securities LLC, registered with the state of New York since 2006. M Jonathan has 27 state licenses including Arizona, California, Colorado and Connecticut, and has Series 6, 63 and 65 licenses. M Jonathan has been working in the financial services industry since 2006. In addition to working with individual clients, M Jonathan has experience working with charitable organizations, pension and profit sharing plans, corporations or other businesses, and high net worth individuals. M Jonathan Adler is a Registered Representative and Investment Advisor Representative for Park Avenue Securities LLC, a registered broker-dealer and investment advisor. Park Avenue Securities is a wholly owned subsidiary of Guardian Life Insurance Company of America, a mutual company.
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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NY
08/05/2019 - Present
Park Avenue Securities LLC (RYE BROOK NY)
IA
Issued 02/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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