Park Avenue Securities LLC
About this Advisor
Jesse Ramos is an investment advisor whose office is in Missoula, Montana. Currently a registered financial advisor at Park Avenue Securities LLC, Ramos has 10 years of professional experience in the financial advisory industry. Ramos has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Ramos is registered to serve investors based out of Idaho and Montana. Over the course of their career, they have held roles at Us Army Corps Of Engineers, Associated Arborists, Neeley Electric Inc, Guardian Life Insurance Co Of America and Park Avenue Securities, LLC. Park Avenue Securities LLC is located in Missoula, Montana, and has 86 additional locations across the country. As a company, Park Avenue Securities LLC oversees $6 billion in assets throughout 31,460 client accounts and retains more than 1,745 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 27,011 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jesse Ramos Work History
Jesse has 10 years of experience.
Park Avenue Securities, LLC
Guardian Life Insurance Co Of America
Neeley Electric Inc
Us Army Corps Of Engineers
Us Army Corps Of Engineers
Jesse Ramos has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Staten Island, NY
New York, NY
Las Vegas, NV