Unclaimed
Mary Ziegler is a financial advisor with Park Avenue Securities LLC and has been in the industry since 2011. Mary is registered in 15 states and has passed the Series 63, Series 65, Series 7, and SIE exams. Mary works with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Mary focuses on providing financial planning, portfolio management, and educational seminars to her clients.
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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2
NJ
10/11/2023 - Present
Park Avenue Securities LLC (PARAMUS NJ)
IA
Issued 12/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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