Nyle Berkes (CRD# 4691693) is an Investment Advisor Representative working at Park Avenue Securities LLC in Ottsville, PA and has over 20 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Ottsville, PA | Jun 2022 - Current | 1 |
| Park Avenue Securities | Ottsville, PA | Jun 2022 - Current | 1 |
| Guardian Life Insurance Company | Doylestown, PA | Mar 2022 - Jun 2022 | < 1 |
| Park Avenue Securities | Doylestown, PA | Mar 2022 - Jun 2022 | < 1 |
| Park Avenue Securities | Plains, PA | Jan 2012 - Mar 2022 | 10 |
| Guardian Life Ins Company | Plains, PA | Oct 2011 - Mar 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- DC
- IN
- NJ
- NY
- PA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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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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