Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Steven Destefano

Park Avenue Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Steven Destefano

Gary Steven Destefano is a financial advisor with Park Avenue Securities LLC. Gary has been a financial professional for 40 years, and his experience has been primarily within the securities industry. He has a broad range of knowledge and experience with investment products and has held leadership roles in both FINRA and in his current firm. Gary can help individuals, families, and businesses with various financial planning needs.

Firm Information

Gary Destefano is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Destefano’s Registration & Firm History

MA

08/24/2007 - Present

Park Avenue Securities LLC (MIDDLETON MA)

MA

11/23/1988 - 08/06/2007

METLIFE SECURITIES INC. (DANVERS MA)

MA

11/23/1988 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DANVERS MA)

NA

02/19/1983 - 04/07/1988

PRUCO SECURITIES CORPORATION

Not sure if Gary Steven Destefano is right for you?

Licenses & Designations

BC

Issued 04/13/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/22/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Steven Destefano.
Not sure if Gary Steven Destefano is right for you?