Unclaimed
Nader F. Rezkalla is a financial professional with over 30 years of experience in the financial services industry. Nader is currently registered with Park Avenue Securities LLC, where Nader has been employed since 2012. Nader has held previous roles with Allstate Financial Services, LLC and Foresters Equity Services, Inc.. Nader holds a Series 6, Series 26, Series 63 and Series 65 licenses. Nader's focus is on providing financial planning and portfolio management services to individuals and businesses.
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.
1
2
IN
03/08/2016 - Present
Park Avenue Securities LLC (INDIANAPOLIS IN)
IN
09/10/2012 - 11/16/2015
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
IN
05/04/2009 - 07/16/2012
ALLSTATE FINANCIAL SERVICES, LLC (FISHERS IN)
IN
08/18/2004 - 05/06/2009
FORESTERS EQUITY SERVICES, INC. (INDIANAPOLIS IN)
NJ
02/17/1992 - 07/30/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
02/17/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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