William Roerden (CRD# 6189152) is an Investment Advisor Representative working at Park Avenue Securities LLC in Warwick, NY and has over 5 years of experience in the finance industry.
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Warwick, NY | Apr 2022 - Current | 2 |
| Park Avenue Securities | Warwick, NY | Apr 2022 - Current | 2 |
| Park Avenue Securities LLC | Paramus, NJ | Jun 2014 - Apr 2022 | 7 |
| Guardian Life Insurance Co | Paramus, NJ | Apr 2013 - Apr 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CT
- DC
- FL
- GA
- ID
- ME
- MD
- MA
- NV
- NJ
- NY
- PA
- RI
- UT
- VA
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Total Assets Under Management11,882MILLIONS
-
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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