Unclaimed
Roxanne Dejesus is a registered representative with Park Avenue Securities LLC. Roxanne has been in the industry since 2023 and has Series 63, Series 6TO, and SIE licenses. Roxanne is registered to provide securities services in California. Roxanne previously worked at NYLIFE SECURITIES LLC. Roxanne is a Registered Representative with Park Avenue Securities LLC.
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
CA
11/08/2023 - Present
Park Avenue Securities LLC (SACRAMENTO CA)
CA
05/08/2023 - 08/29/2023
NYLIFE SECURITIES LLC (STOCKTON CA)
BC
Issued 05/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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