Park Avenue Securities LLC
About this Advisor
April Schoen is a financial advisor who works out of Jacksonville, Florida, who has been in the financial industry for 10 years. Schoen works at Park Avenue Securities LLC. Throughout their career, Schoen has worked at Symetra Investment Services, Inc, The Gabor Agency, Inc, Guardian, Park Ave Securities, Guardian Life Insurance Co Of America and Park Avenue Securities. Schoen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Florida, North Carolina and Washington. Park Avenue Securities LLC is an advisory business that has its headquarters in Jacksonville, Florida. The firm has offices in 86 locations and a total of 1,745 employees. It has $6 billion in total assets between its 31,460 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 63 charities and foundations. Of its 31,460 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on the financial services offered. However, fee types billed by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Park Avenue Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 10 years of experience.
Guardian Life Insurance Co Of America
Park Avenue Securities
Park Ave Securities
Symetra Investment Services, Inc
The Gabor Agency, Inc
April Schoen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Baton Rouge, LA
Fort Myers, FL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.