Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Franz is a registered representative with Park Avenue Securities LLC. William Gerard Franz is licensed in 12 states including California, Florida, Georgia, Illinois, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Washington. William Gerard Franz has been in the industry for 18 years and has experience in providing financial planning, educational seminars and selection of other advisors. William Gerard Franz also has experience with portfolio management for individuals.
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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FL
07/08/2020 - Present
Park Avenue Securities LLC (FORT MYERS FL)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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