Winston
Rose
Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Winston Rose is a financial advisor based out of Atlanta, Georgia with a total of 1 year of relevant experience. Rose is currently employed by Park Avenue Securities LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Phh Mortgage, World Financial Group, Aci, Verisk Analytics, Bank Of America N.A, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Merrill Edge, Primerica Financial Services, North Florida Green Chamber Of Commerce, Guardian Life Insurane Company, Park Avenue Securities, $Pendle Strategies LLC and Net One Stop. Rose maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Park Avenue Securities LLC is a registered investment company headquartered in New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It has $10 billion in assets among its 57,359 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which service is provided. However, fees billed by Park Avenue Securities LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Winston Rose Work History
Winston has been registered as a financial advisor for 1 years.*
Park Avenue Securities
Guardian Life Insurane Company
$Pendle Strategies LLC
Net One Stop
Transamerica Financial Advisors, Inc
North Florida Green Chamber Of Commerce
World Financial Group, Inc
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Phh Mortgage
World Financial Group
Merrill Edge
Aci
Verisk Analytics
Phh Mortgage
Primerica Financial Services
*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 Winston Rose 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
Paramus, NJ
Claremont, CA
New York, NY
Allentown, PA
Alpharetta, GA
Mount Pleasant, SC
Liberty Hill, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
