Unclaimed
Zisel Rosen is a financial advisor with Park Avenue Securities LLC. Zisel has been in the industry since 1995, and is registered with the state of New York. Zisel holds Series 6, Series 63, and SIE licenses. Prior to joining Park Avenue Securities LLC, Zisel worked at NYLIFE SECURITIES INC. Zisel specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients.
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
NY
04/16/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
03/14/1995 - 12/05/2006
NYLIFE SECURITIES INC. (MONSEY NY)
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Zisel Rosen is the right advisor for you? Invested Better is here to help.