Pension Parameters Financial Services, Inc.

Pension Parameters Financial Services, Inc. (CRD# 110405) is a financial advisory firm headquartered in New York, NY. They manage $55,407,000 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,497,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Pension Parameters Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kevin F. McCormack
CRD#: 4390909
28 West 44th Street, 16th Floor, New York, NY 10036
93
Wealthminder
score

Kevin McCormack (CRD# 4390909) is an Investment Advisor Representative working at Pension Parameters Financial Services, Inc. in New York, NY and has over 10 years of experience in the finance industry.

2
Marjorie Mantas
CRD#: 5151891
28 West 44th Street, 16th Floor, New York, NY 10036
90
Wealthminder
score

Marjorie Mantas (CRD# 5151891) is an Investment Advisor Representative working at Pension Parameters Financial Services, Inc. in New York, NY and has 1 year of experience in the finance industry. Marjorie Mantas 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.

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