Fatima Naqinia
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
3 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Park Avenue Securities LLCNov 2025 to now
- Guardian Life Insurance CompanyNov 2025 to now
- LPL Enterprise, LLCNov 2024 to Nov 2025
- The Prudential Insurance Company of AmericaJan 2022 to Nov 2025
- Pruco Securities, LLCJan 2022 to Nov 2024
- Lincoln Financial SecuritiesJan 2021 to Jan 2022
- Pruco Securities LLCOct 2020 to Jan 2021
- Independent Contractor / Coldwell Banker RealtyDec 2018 to Feb 2022
- Sole Proprietor / Fatima NaqiniaNov 2018 to Sep 2022
- Bank of America, N.AMay 2017 to Apr 2019
- UnemployedJan 2017 to May 2017
- Macys, Inc.Sep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, VA).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7313246
- Firm CRD
- 46173