Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances E. Aguilera is a financial advisor with over 20 years of experience in the industry. Frances is registered with Park Avenue Securities LLC in both Florida and New York. She is a licensed securities agent and investment adviser, having passed the Series 63, 65, 7 and 24 exams. In addition to her role with Park Avenue Securities, Frances is also licensed to sell insurance through Guardian Life Insurance Company. Frances specializes in providing financial planning, educational seminars, and portfolio management for both individuals and businesses. She serves a variety of clients including high net worth individuals, corporations, charitable organizations, and pension plans. Frances is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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FL
04/16/2021 - Present
Park Avenue Securities LLC (MIAMI FL)
FL
04/24/2009 - 11/18/2009
HORNOR, TOWNSEND & KENT, INC. (CORAL GABLES FL)
FL
08/01/2008 - 11/24/2008
NATIONWIDE SECURITIES, LLC (MIAMI FL)
FL
12/05/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (MIAMI FL)
BC
Issued 05/18/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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