John Nastasi (CRD# 1246595) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 25 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Fort Myers, FL | Apr 2005 - Current | 19 |
| Park Avenue Securities | Fort Myers, FL | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
- FL
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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