Unclaimed
Michael Vonebers is a financial advisor with Park Avenue Securities LLC, a firm with a focus on financial planning, educational seminars and selection of other advisors. Michael has been in the industry since 1996 and has experience with individual and high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations.
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
CA
08/15/2014 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
OH
02/18/2000 - 01/24/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
05/03/1999 - 02/17/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/05/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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