William Jeffrey
Traum
Park Avenue Securities LLC
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About this Advisor
William Jeffrey Traum is a financial advisor based in Fort Myers, Florida, working with Park Avenue Securities LLC. William has previously held positions at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. William has passed the Series 63 regulatory exam and is registered to provide services in Florida, New Jersey, New York, North Carolina, and Ohio. Currently, William is part of Park Avenue Securities LLC, which operates out of Fort Myers, Florida. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
William Jeffrey Traum Work History
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of William Jeffrey Traum 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
Charlotte, NC
Greensboro, NC
Las Vegas, NV
Austin, TX
Houston, TX
Port Chester, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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