Unclaimed
Miles Arvidson is a registered investment advisor representative with Park Avenue Securities LLC, located in Woodcliff Lake, NJ. Miles has been in the securities industry since 2009 and has experience with A.G.P. / ALLIANCE GLOBAL PARTNERS, AEGIS CAPITAL CORP., and DOMINICK & DOMINICK LLC. Miles holds the Series 7, 55, 63, and 65 licenses as well as the SIE exam. Park Avenue Securities LLC, is a well-established firm, with over 1,700 registered representatives and nearly 12 billion dollars in assets under management. Park Avenue Securities LLC offers a variety of investment advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
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
12/15/2022 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
NJ
02/05/2021 - 09/19/2022
A.G.P. / ALLIANCE GLOBAL PARTNERS (Rochelle Park NJ)
NJ
01/15/2014 - 02/25/2021
AEGIS CAPITAL CORP. (Rochelle Park NJ)
NY
08/19/2009 - 01/16/2014
DOMINICK & DOMINICK LLC (NEW YORK NY)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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