Unclaimed Profile

Jill Diane Cooley

PARK AVENUE SECURITIES LLC·BETHLEHEM, Pennsylvania

PARK AVENUE SECURITIES LLC

81 HIGHLAND, BETHLEHEM, PA 18017CRD# 4251752Firm CRD# 46173

Profile Verification

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

Identity

Jill Diane Cooley · BETHLEHEM, PA

Registration

CRD #4251752 · PARK AVENUE SECURITIES LLC

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Jill Diane Cooley is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with PARK AVENUE SECURITIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PARK AVENUE SECURITIES LLC

AUM

$11.9B

Regulatory assets under management

Employees

1841

Total firm employees

View all advisors at PARK AVENUE SECURITIES LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4251752

Firm CRD# 46173

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jill Diane Cooley offer?

Jill Diane Cooley specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Jill Diane Cooley's credentials?

Jill Diane Cooley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Diane Cooley located?

Jill Diane Cooley is based in BETHLEHEM, Pennsylvania, working with PARK AVENUE SECURITIES LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Jill Diane Cooley charge for services?

Jill Diane Cooley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK AVENUE SECURITIES LLC?

PARK AVENUE SECURITIES LLC has approximately 1841 employees and manages $11.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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