Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kiley is a financial advisor with Park Avenue Securities LLC. Stephen has been in the industry since 2001 and has experience working with a variety of clients, including individuals, families, and businesses. Stephen specializes in financial planning, portfolio management, and investment advisory services. Stephen's previous experience includes working for firms such as Pacific Select Distributors, Inc., Sun Life Financial Distributors, Inc., Hornor, Townsend & Kent, Inc., Transamerica Financial Advisors, Inc., and Key Clearing Corp.
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.
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2
NY
12/07/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
CA
03/09/2012 - 09/30/2013
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
02/19/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
OH
12/15/2003 - 05/22/2008
HORNOR, TOWNSEND & KENT, INC. (CINCINNATI OH)
CA
03/21/2002 - 04/09/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
OH
05/14/1999 - 08/20/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
01/29/1999 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
03/01/1995 - 01/06/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
01/20/1994 - 12/23/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/20/1994 - 12/23/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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