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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Asghar? Claim Your ProfileAsghar Kazim is a financial professional with over 27 years of experience in the industry. Asghar has a variety of designations and licenses, including the Series 6, 7, 24, 63 and 65. Asghar is a Certified Financial Planner and a Chartered Financial Consultant. Asghar is currently registered with Park Avenue Securities LLC in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin and Wyoming. Asghar was previously registered with AXA Advisors, LLC and Northwestern Mutual Investment Services, LLC. Asghar is a registered representative of Park Avenue Securities LLC. Asghar specializes in financial planning, portfolio management, and selection of other advisors. Asghar's primary business is with high-net-worth individuals, corporations, and other businesses, but Asghar also works with individuals, charitable organizations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/11/2024 - Present
Park Avenue Securities LLC (KINGSTON NJ)
NY
08/15/2002 - 09/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
WI
06/04/1996 - 08/16/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
06/04/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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