Sondra Goldstein, financial advisor West Palm Beach FL

Sondra Goldstein

CRD Number: 3062866
Current Firm: Park Avenue Securities LLC

Sondra Goldstein (CRD# 3062866) is an Investment Advisor Representative working at Park Avenue Securities LLC in West Palm Beach, FL and has over 19 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Guardian Life Insurance West Palm Beach, FL Nov 2016 - Current 7
Park Avenue Securities West Palm Beach, FL Nov 2016 - Current 7
Park Avenue Securities LLC Boca Raton, FL Oct 2007 - Nov 2016 9
Guardian Life Insurance Co Of America Boca Raton, FL Oct 2007 - Nov 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Sondra J. Goldstein
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • FL
  • GA
  • MO
  • NJ
  • OH
  • OR
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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