Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Castagnier is a financial advisor with Park Avenue Securities LLC, a firm based in New York, NY. Loretta has over 20 years of experience in the financial services industry and has held various positions at several firms including MetLife Investors Distribution Company, New England Securities, MetLife Securities Inc., Tower Square Securities, Inc. and Walnut Street Securities, Inc. Loretta holds the Series 7, Series 63, Series 24, Series 4, Series 52TO, Series 53 and Series 6TO licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Loretta is dedicated to providing her clients with personalized financial advice and strategies 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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2
NY
09/02/2014 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
10/17/2011 - 08/08/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
IL
02/27/2009 - 08/08/2014
NEW ENGLAND SECURITIES (AURORA IL)
NY
09/24/2003 - 08/08/2014
METLIFE SECURITIES INC. (LATHAM NY)
CA
10/17/2011 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
10/17/2011 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/24/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/10/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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