Misty WeltzienCRD Number: 5344232
Current Firm: Park Avenue Securities LLC
Misty Weltzien (CRD# 5344232) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newport Beach, CA and has over 10 years of experience in the finance industry. Misty Weltzien has taken additional exams to become a 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Park Avenue Securities||New Port Beach, CA||Feb 2012 - Current||6|
|Guardian Life Ins Co||New Port Beach, CA||Jan 2012 - Current||6|
|Northwestern Mutual Investment Services, LLC||Newport Beach, CA||Oct 2011 - Jan 2012||< 1|
|Northwestern Mutual Life Insurance Company||New Port Beach, CA||Mar 2011 - Jan 2012||< 1|
|Northwestern Mutual Investment Services, LLC||Newport Beach, CA||Dec 2007 - Jan 2012||4|
|Rj Waltos||New Port Beach, CA||Mar 2009 - Mar 2011||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Feb 2008 - Feb 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
Total Assets Under Management2,821MILLIONS
Total Number of Accounts15,391ACCOUNTS
Average Account Value$183,263
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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