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Modesto Wong Tomeldan

Park Avenue Securities LLC

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About Modesto Wong Tomeldan

Modesto Tomeldan is a registered representative with Park Avenue Securities LLC. Modesto has been in the securities industry since January 5, 2020. Modesto is licensed in California and Nevada and holds the Series 63, Series 6TO, and SIE licenses. Modesto's prior experience includes working at NYLIFE Securities LLC. Modesto's areas of expertise include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Educational Seminars.

Firm Information

Modesto Tomeldan 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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Modesto Tomeldan’s Registration & Firm History

CA

11/21/2023 - Present

Park Avenue Securities LLC (SACRAMENTO CA)

CA

10/18/2019 - 09/01/2023

NYLIFE SECURITIES LLC (ELK GROVE CA)

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Licenses & Designations

BC

Issued 01/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Modesto Wong Tomeldan. Review regulatory record here.
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