Unclaimed
Mandy Griffin is a registered representative with Park Avenue Securities LLC, a firm with a strong track record of providing financial advice to individuals, families, and businesses. Mandy is a highly experienced advisor with a proven ability to help clients achieve their financial goals. Mandy has extensive experience in the securities industry, having previously worked with W&S Brokerage Services, Inc. and is committed to providing her clients with the highest level of service and expertise. Mandy holds the Series 6, Series 6TO, and Series 26 licenses.
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
LA
08/04/2023 - Present
Park Avenue Securities LLC (METAIRIE LA)
LA
12/18/2013 - 11/05/2019
W&S BROKERAGE SERVICES, INC. (Metairie LA)
BC
Issued 06/23/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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