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Nikolas N

Series 63, Series 65

Boston, MA

Guardian Life

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, New York Life Insurance Co., and NYLIFE Securities LLC. He also has experience with Tufts University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement plan consulting, with access to proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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