Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Owens is a financial professional with over 10 years of experience in the industry. Yvonne is currently registered with Park Avenue Securities LLC, a firm that provides a variety of investment services, including financial planning, portfolio management, and educational seminars. Yvonne holds numerous industry licenses and certifications, including Series 7, 24, 3, 4, 63, 65 and SIE.
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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2
NY
02/21/2024 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
05/11/2017 - 12/31/2017
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
01/17/2014 - 06/22/2015
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
03/11/2013 - 01/09/2014
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
NY
04/24/2008 - 02/28/2013
LOUIS CAPITAL MARKETS, LP (NEW YORK NY)
NJ
03/01/2006 - 04/18/2008
KCCI, LTD. (JERSEY CITY NJ)
FL
09/17/2004 - 07/14/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
03/15/2004 - 09/10/2004
C.E. UNTERBERG, TOWBIN, LLC. (NEW YORK NY)
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2010
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/01/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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