Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Yale Mershon is a financial advisor with Park Avenue Securities LLC. Stuart has been in the financial industry since February 11, 2011. Stuart is a Series 7, Series 24, and SIE licensed representative.
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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NY
07/16/2014 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
07/23/2014 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
01/11/2011 - 06/13/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 08/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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