Unclaimed
Gerard Frawley is an investment advisor representative at Park Avenue Securities LLC. Gerard has been in the securities industry since 1994 and has worked for Guardian Investor Services Corporation and Guardian Life Insurance Co of America. Gerard has a Series 6, Series 63 and Series 65 license and holds specializations in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Individuals. Gerard provides advisory services to individuals, high net worth individuals, corporations, 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
MA
04/16/2021 - Present
Park Avenue Securities LLC (NEEDHAM MA)
NY
10/20/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 11/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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