April
Schoen
Park Avenue Securities LLC
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About this Advisor
April Schoen is a financial advisor working in Tallahassee, Florida, who has 5 years of industry experience. Schoen works at Park Avenue Securities LLC. Over the course of their career, they have held roles at Symetra Investment Services, Inc, The Gabor Agency, Inc, Guardian, Park Ave Securities, Guardian Life Insurance Co Of America, Park Avenue Securities and Guardian Life Insurance Company. Schoen holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Colorado, Florida, Georgia, Louisiana, Massachusetts, New Hampshire, North Carolina, Pennsylvania, South Carolina, Virginia and Washington. Park Avenue Securities LLC is a registered investment firm based out of New York, NY. The firm has offices in 385 locations and a total of 1,825 people on staff. It administers $10 billion in assets under management between its 57,359 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets. Park Avenue Securities LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the type of financial services offered. However, fees billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
April Schoen Work History
April has been registered as a financial advisor for 5 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Co Of America
Park Avenue Securities
Guardian
Park Ave Securities
Symetra Investment Services, Inc
The Gabor Agency, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of April Schoen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Securities LLC
Warwick, NY
Columbus, OH
Claremont, CA
New York, NY
Mount Pleasant, SC
Alpharetta, GA
Cincinnati, OH
Buffalo, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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