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Michael B Klarfeld

Park Avenue Securities LLC

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About Michael B Klarfeld

Michael Klarfeld is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Park Avenue Securities LLC, where Michael provides financial planning and portfolio management services. Michael holds Series 6, Series 63 and SIE licenses. Michael is also a Chartered Financial Consultant.

Firm Information

Michael Klarfeld is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Klarfeld’s Registration & Firm History

AZ

10/14/2022 - Present

Park Avenue Securities LLC (SCOTTSDALE AZ)

NY

07/31/1992 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

06/03/1991 - 07/17/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/03/1991 - 07/17/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

CA

02/10/1986 - 05/20/1991

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

02/28/1984 - 02/08/1986

NML EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 04/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael B Klarfeld. Review regulatory record here.
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