Unclaimed
Seth Medalie is a financial advisor at Park Avenue Securities LLC with over 30 years of experience in the financial services industry. Seth has a strong background in investments, financial planning, and wealth management, providing customized financial solutions to individuals, families, and businesses. Seth holds multiple securities licenses, including Series 6, 7, 10, 24, 63, and SIE, demonstrating his commitment to professional development and compliance.
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
MA
01/23/2012 - Present
Park Avenue Securities LLC (NEEDHAM MA)
NY
02/10/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
01/14/1988 - 12/17/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/09/1987 - 12/17/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 02/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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