Unclaimed
Stephanie Entenmann is a registered representative with Park Avenue Securities LLC. Stephanie has over 20 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance. Stephanie holds the Series 6, 7, and 63 licenses and is registered to provide investment advice in several states. Stephanie has worked for several firms including David Lerner Associates, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Fleet Enterprises, Inc.
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
04/16/2021 - Present
Park Avenue Securities LLC (OYSTER BAY NY)
NY
03/02/2015 - 08/07/2018
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN COVE NY)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/02/2000 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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