Unclaimed
Matthew Rosner is a financial advisor at Park Avenue Securities LLC. Matthew has been in the securities industry since March 2, 2021 and is registered with the state of Ohio. Matthew has a Series 6TO and a SIE license.
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
OH
07/21/2021 - Present
Park Avenue Securities LLC (BEACHWOOD OH)
BC
Issued 03/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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