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Nader F Rezkalla

Park Avenue Securities LLC

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About Nader F Rezkalla

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.

Firm Information

Nader Rezkalla 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Nader Rezkalla’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nader F Rezkalla. Review regulatory record here.
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