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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Wurman Schwartz is a registered investment advisor representative with Park Avenue Securities LLC. She is licensed in Massachusetts and Minnesota and has been in the industry since 2012. She has specialized in providing financial planning, portfolio management, and educational seminars to individual clients, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Her expertise includes assisting clients in meeting their financial goals and objectives. Nancy has a long history of working with Guardian and Park Avenue Securities, holding positions in various offices across the United States.
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
01/09/2014 - Present
Park Avenue Securities LLC (NEW YORK NY)
IA
Issued 10/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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