Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parks? Claim Your ProfileParks Strobridge is a financial advisor with over 25 years of experience in the industry. Parks is currently registered with Vanguard Advisers, Inc. Parks has held previous roles at UBS Financial Services Inc., Credit Suisse Securities (USA) LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Parks has a strong background in investments, trading, and financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
PA
11/29/2022 - Present
Vanguard Advisers, Inc. (MALVERN PA)
NJ
05/24/2016 - 11/08/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/03/2000 - 05/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
03/05/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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