Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mendy? Claim Your ProfileMendy Kaufman is a registered investment advisor representative with Park Avenue Securities LLC, a firm with over 60,000 clients and $11 billion in assets under management. Mendy has over four years of experience in the financial services industry and holds the Series 66, Series 7 and SIE licenses. Mendy has worked at both Park Avenue Securities LLC and Guardian Life Insurance Company. Mendy has been a registered investment advisor representative since 2018 and provides financial planning, portfolio management, and educational seminars.
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
03/30/2020 - Present
Park Avenue Securities LLC (BROOKLYN NY)
BOTH
Issued 09/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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