Unclaimed
Roy Rasera is a financial professional with over 18 years of experience in the industry. Roy is registered as a Broker/Dealer and Investment Advisor Representative in 16 states and is affiliated with Park Avenue Securities LLC. Roy is a Chartered Financial Consultant. Roy has worked in the financial industry for over 18 years and has experience in a variety of areas, including financial planning, portfolio management, and insurance. Roy is dedicated to providing clients with personalized financial advice and guidance.
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.
1
2
OR
12/05/2006 - Present
Park Avenue Securities LLC (PORTLAND OR)
BOTH
Issued 01/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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