Morgane Wojtowicz, financial advisor King Of Prussia PA

Morgane Wojtowicz

CRD Number: 6971160
Current Firm: Park Avenue Securities LLC

Morgane Wojtowicz (CRD# 6971160) is an Investment Advisor Representative working at Park Avenue Securities LLC in King Of Prussia, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities King Of Prussia, PA Apr 2021 - Current 2
Guardian Life Insurance Company King Of Prussia, PA May 2020 - Current 3
Temple University Philadelphia, PA Jul 2016 - May 2020 3
Haverford High School Havertown, PA Aug 2012 - Jul 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Morgane Wojtowicz
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • MD
  • MA
  • MI
  • NJ
  • NY
  • NC
  • OH
  • OR
  • PA
  • TX
  • WA
  • WI
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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