Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Katz is a financial professional with over 30 years of experience in the financial services industry. William has been registered with Park Avenue Securities LLC since May 1999. Prior to that, William was registered with GUARDIAN INVESTOR SERVICES CORPORATION from July 1992 to May 1999. William holds licenses to sell securities in Arizona, California, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Washington, and West Virginia. William is a licensed Investment Advisor Representative in Connecticut, New Jersey, and New York. William holds the Series 6 and Series 63 licenses. William provides financial planning and portfolio management services to individuals and businesses. William is a registered representative of Park Avenue Securities LLC.
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
04/16/2021 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
NY
07/13/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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