Unclaimed
Marvin Banaag is a financial advisor registered with Park Avenue Securities LLC in Wilmington, Delaware. Marvin has been in the financial industry since June 21, 2016. Marvin has passed the Series 6, Series 63 and SIE exams. Marvin has previously worked with Northwestern Mutual Investment Services, LLC and NYLIFE Securities LLC.
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
DE
02/23/2023 - Present
Park Avenue Securities LLC (WILMINGTON DE)
PA
11/03/2021 - 08/29/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
PA
11/17/2015 - 09/22/2021
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BC
Issued 05/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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