Asghar Kazim (CRD# 2724037) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 27 years of experience in the finance industry. Asghar Kazim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Kingston, NJ | Feb 2024 - Current | < 1 |
| Park Avenue Securities | Kingston, NJ | Feb 2024 - Current | < 1 |
| Guardian Life Insurance Company | New York, NY | Aug 2023 - Current | < 1 |
| Park Avenue Securities | New York, NY | Aug 2023 - Current | < 1 |
| Regent Financial Group | Princeton, NJ | Dec 2008 - Current | 15 |
| Guardian Life Insurance | Monmouth Junction, NJ | Jan 2017 - Aug 2023 | 6 |
| Park Avenue Securities | Monmouth Junction, NJ | Jan 2017 - Aug 2023 | 6 |
| Guardian Life Insurance Co Of America | Princeton, NJ | Mar 2010 - Jan 2017 | 6 |
| Park Avenue Securities LLC | Princeton, NJ | Mar 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
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