Unclaimed Profile

Jacquelin Aline Moody

PARK AVENUE WEALTH MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 6, Series 7, Series 8, Series 24, Series 31, Series 63, Series 65CFPClean record24 years registeredPARK AVENUE WEALTH MANAGEMENT, LLC

39209 WEST SIX MILE ROAD, LIVONIA, MI 48152CRD# 733918Firm CRD# 290698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacquelin Aline Moody · LIVONIA, MI

Registration

CRD #733918 · PARK AVENUE WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARK AVENUE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Mar 2025 – Apr 2026

TOLEDO, OH

CETERA INVESTMENT ADVISERS LLC

Mar 2024 – Apr 2025

TOLEDO, OH

M1 CAPITAL MANAGEMENT LLC

Oct 2021 – Nov 2023

Munith, MI

PARK AVENUE WEALTH MANAGEMENT, LLC

Oct 2018 – Dec 2020

LIVONIA, MI

CETERA ADVISORS LLC

Oct 2017 – Mar 2024

TOLEDO, OH

PARK AVENUE WEALTH MANAGEMENT, LLC

Dec 2010 – Jul 2014

LIVONIA, MI

LPL FINANCIAL LLC

Jan 2002 – Nov 2017

LIVONIA, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · January 22, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK AVENUE WEALTH MANAGEMENT, LLC

CRD 290698 · SEC 801-112574

Employees

Total firm employees

Services offered by PARK AVENUE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PARK AVENUE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jacquelin Aline Moody offer?

Jacquelin Aline Moody specializes in Financial Planning.

What are Jacquelin Aline Moody's credentials?

Jacquelin Aline Moody holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacquelin Aline Moody located?

Jacquelin Aline Moody is based in LIVONIA, Michigan, last registered with PARK AVENUE WEALTH MANAGEMENT, LLC.

How does Jacquelin Aline Moody charge for services?

Jacquelin Aline Moody's firm is compensated through other: the investment advisory firm does not charge advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK AVENUE WEALTH MANAGEMENT, LLC?

PARK AVENUE WEALTH MANAGEMENT, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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