Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Joshua Pumerantz is a registered representative at Park Avenue Securities LLC. Zachary has been in the industry since 2024 and is licensed in a number of states. Zachary holds the Series 7TO and the SIE licenses. Zachary has worked for Guardian Life Insurance Company and FanDuel previously. Park Avenue Securities LLC is a registered investment advisor with over 11 billion dollars in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, 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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2
CT
02/19/2025 - Present
Park Avenue Securities LLC (RIDGEFIELD CT)
BC
Issued 07/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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