Frances AguileraCRD Number: 5380754
Current Firm: Park Avenue Securities LLC
Frances Aguilera (CRD# 5380754) is an Investment Advisor Representative working at Park Avenue Securities LLC in Miami, FL and has over 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Park Avenue Securities||Miami, FL||Nov 2014 - Current||3|
|Guardian Life Insurance Company||Miami, FL||Nov 2014 - Current||3|
|Park Avenue Securities||Coral Gables, FL||Oct 2011 - Nov 2014||3|
|Guardian Life Insurance Company||Coral Gables, FL||Feb 2010 - Nov 2014||4|
|Unemployed||Miami, FL||Nov 2009 - Feb 2010||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Apr 2009 - Nov 2009||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Dec 2008 - Nov 2009||< 1|
|Nationwide Securities, Inc.||Miami, FL||Aug 2008 - Dec 2008||< 1|
|1717 Capital Management||Newark, DE||Jul 2007 - Dec 2008||1|
|Nationwide Insurance Co||Miami, FL||Mar 2007 - Dec 2008||1|
|Self-employed||Miami, FL||Nov 2006 - Mar 2007||< 1|
|Agver Group Inc.||Miami, FL||May 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
|S63||Uniform Securities State Law Examination||May 2015|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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