FT. LAUDERDALE, FL, October 16, 2023 – Provenance Wealth Advisors launches PWA Securities, LLC in its latest evolution to provide clients a more progressive broker dealer with a wider range of financial opportunities.
PWA Securities, LLC will enable the firm’s advisors and estate planners to tap a broader array of investment vehicles and opportunities to create more customizable experiences for clients. Assets will continue to be in custody at Raymond James with account numbers, online access and statements essentially unchanged. In addition, coverage on assets will remain intact with the Securities Investor Protection Corporation (SIPC).
“With a more robust suite of solutions, our financial advisors will be able to provide enhanced products that will further help clients to fulfill their financial goals,” said Eric Zeitlin, CEO and managing director of Provenance Wealth Advisors. “This is an approach we’ve been evolving to for some time. We are confident that clients will appreciate the new solutions we can bring.”
This launch exemplifies Provenance Wealth Advisors’ commitment to continue delivering comprehensive planning that encompasses estate, investment, retirement, insurance and business planning for individuals, families and entrepreneurs.
About Provenance Wealth Advisors
For more than 20 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.
Provenance Wealth Advisors has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Sarasota, Cincinnati and New York City.
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.