Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Fuentez is a registered representative with Park Avenue Securities LLC, a firm that provides financial planning, educational seminars and portfolio management services to individuals, businesses and charitable organizations. Barbara has been in the financial industry since 1991. Previously, Barbara worked at BARCLAYS CAPITAL INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Barbara holds the Series 7, 8, 9, 10, 63, 99TO and SIE securities licenses.
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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NY
01/02/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
06/20/2012 - 12/19/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/19/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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