Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Katz is a financial advisor at Park Avenue Securities LLC. Samuel has been in the industry since 1994 and is registered to provide investment advice in 16 states. Samuel is a Certified Financial Planner and holds the Series 6, 7, and SIE licenses. Samuel provides financial planning, investment advice, and educational seminars to individuals and families. Samuel has a background in tax and accounting and has been working as an independent contractor for various insurance carriers. Samuel is also a trustee for a family life insurance trust.
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
NY
08/21/2018 - Present
Park Avenue Securities LLC (SCARSDALE NY)
NY
07/18/2013 - 03/06/2018
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
05/24/2013 - 07/05/2013
NATIONAL PLANNING CORPORATION (TARRYTOWN NY)
NY
06/25/2003 - 04/24/2013
METLIFE SECURITIES INC. (SCARSDALE NY)
NY
06/25/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SCARSDALE NY)
NY
12/13/1994 - 06/25/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
AZ
03/23/1994 - 11/16/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Samuel Katz is the right advisor for you? Invested Better is here to help.
