Miles Arvidson (CRD# 5695196) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Park Avenue Securities | Woodcliff Lake, NJ | Nov 2022 - Current | 1 |
| Park Avenue Securities LLC | Holmdel, NJ | Oct 2022 - Nov 2022 | < 1 |
| Guardian Life Insurance Company | Holmdel, NJ | Sep 2022 - Nov 2022 | < 1 |
| A.g.p. / Alliance Global Partners | Holmdel, NJ | Feb 2021 - Sep 2022 | 1 |
| Aegis Capital Corp. | Rochelle Park, NJ | Jan 2019 - Feb 2021 | 2 |
| Aegis Capital Corp. | New York, NY | Jan 2014 - Jan 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NJ
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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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