Michael RheeCRD Number: 4495926
Current Firm: Park Avenue Securities LLC
Michael Rhee (CRD# 4495926) is an Investment Advisor Representative working at Park Avenue Securities LLC in Paramus, NJ and has over 15 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Park Avenue Securities LLC||Paramus, NJ||Jul 2015 - Current||2|
|Guardian Life Insurance Compamy||Paramus, NJ||Jul 2015 - Current||2|
|Guardian Life Insurance Compamy||Fort Lee, NJ||Apr 2010 - Jul 2015||5|
|Park Avenue Securities||Fort Lee, NJ||May 2010 - Jun 2015||5|
|Equity Services, Inc.||Montpelier, VT||Nov 2008 - Apr 2010||1|
|National Life||Montpelier, VT||Aug 2008 - Mar 2010||1|
|Pruco Securities||Paramus, NJ||Jan 2002 - Aug 2008||6|
|Prudential Insurance Company Of America||Paramus, NJ||Jan 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
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
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