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Yan Joseph Katz

Park Avenue Securities LLC

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About Yan Joseph Katz

Yan Katz is a registered investment advisor representative with Park Avenue Securities LLC. Yan Katz is a registered investment advisor representative in 26 states and has been in the industry since 2010. Yan Katz holds Series 6, 7, 63, and 65 licenses and offers financial planning, portfolio management, and educational seminars. Yan Katz's firm, Park Avenue Securities LLC, offers a variety of financial services including financial planning, portfolio management, and educational seminars. Park Avenue Securities LLC is registered with the Securities and Exchange Commission and has a total of 11881593369 in assets under management.

Firm Information

Yan Katz is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yan Katz’s Registration & Firm History

MA

04/12/2018 - Present

Park Avenue Securities LLC (NEEDHAM MA)

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Licenses & Designations

IA

Issued 12/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yan Joseph Katz.
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