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Sonia Cassandra Duncan

Park Avenue Securities LLC

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About Sonia Cassandra Duncan

Sonia Cassandra Duncan is a registered representative with Park Avenue Securities LLC, based in Sunrise, FL. Sonia has been working in the financial services industry since 2020. Sonia holds a Series 63, Series 6TO and SIE license. Sonia is registered with the states of Florida, Georgia and New York. Sonia specializes in financial planning, education seminars, and selecting other advisors. Sonia previously worked with NYLIFE Securities LLC in Palm Beach Gardens, FL.

Firm Information

Sonia Duncan is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sonia Duncan’s Registration & Firm History

FL

03/13/2024 - Present

Park Avenue Securities LLC (SUNRISE FL)

FL

08/27/2020 - 02/08/2024

NYLIFE SECURITIES LLC (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 12/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Sonia Cassandra Duncan. Review regulatory record here.
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