Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss B. Feldman is a financial advisor registered with Park Avenue Securities LLC. Ross has been in the financial services industry since 1999. Ross holds the Series 7, Series 66, and SIE securities licenses and is a Certified Financial Planner and Chartered Financial Consultant. Ross provides financial planning, portfolio management, and educational seminars.
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
FL
01/29/2015 - Present
Park Avenue Securities LLC (FORT MYERS FL)
CA
07/28/1999 - 05/31/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 08/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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