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Jonathan R

Series 63, Series 65

Brooklyn, NY

Guardian Life

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, and supports various financial planning and consulting solutions.

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

Series 66

Brooklyn, NY

Guardian Life

Meyer Laniado is a financial advisor with Guardian Life and holds the Series 66 designation, with eight years of industry experience. He has worked extensively with both Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Meyer provides fee-based consulting for business and estate planning through Planning Alliance Consulting and is involved with an independent insurance agency partnering with a nonprofit organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a combination of brokerage services, financial planning, retirement plan consulting, and advisory programs featuring proprietary and third-party investment models.

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

Series 66

Brooklyn, NY

Guardian Life

Joseph Maleh is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities. Outside of his advisory role, he is involved in consulting through Planning Alliance Consulting LLC and serves as a consultant for Man of the World LLC, a men's jewelry business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a variety of investment advisory programs, including discretionary and non-discretionary models managed in-house and by third parties.

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