Gregory Ahrens, CFP, ChFCCRD Number: 5386619
Current Firm: Park Avenue Securities LLC
Gregory Ahrens (CRD# 5386619) is a Financial Specialist working at Guardian Life Insurance Co. and Park Avenue Securities LLC in Buffalo, NY. Greg has over 8 years of experience in the finance industry. Greg has taken additional exams to become a Chartered Financial Consultant and Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Level Financial Advisors, Inc.
Linwood Investment Advisors Inc.
Ubs Financial Services Inc.
|Park Avenue Securities LLC||Buffalo, NY||Feb 2008 - Current||9|
|Guardian Life Insurance Co Of America||Buffalo, NY||Sep 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Feb 2008|
|S63||Uniform Securities State Law Examination||Feb 2008|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV