Joseph Block (CRD# 4719992) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Woodcliff Lake, NJ | Feb 2023 - Current | 1 |
| Guardian Life Insurance Company | Woodcliff Lake, NJ | Feb 2023 - Current | 1 |
| Sunbridge Capital Partners | Miami, FL | Jul 2021 - Jan 2023 | 1 |
| Foreside Fund Services, LLC | New York, NY | Jan 2018 - Jul 2021 | 3 |
| Fiera Capital Inc. | New York, NY | Dec 2017 - Jul 2021 | 3 |
| City National Rochdale | New York, NY | Mar 2016 - Dec 2017 | 1 |
| Nine Chapters Capital Management | Short Hills, NJ | Jan 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NJ
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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