Unclaimed
Willie Edward Pousada is an investment advisor representative at Park Avenue Securities LLC, a firm registered with both FINRA and the SEC. Willie has been working in the financial industry since 2011 and has held several positions with both Park Avenue Securities LLC and Guardian Life Insurance. Willie is a licensed investment advisor in California, Montana, South Dakota and Texas. Willie specializes in financial planning and portfolio management.
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
TX
08/21/2019 - Present
Park Avenue Securities LLC (MCKINNEY TX)
NY
04/11/2011 - 12/15/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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