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Jose S
Series 63, Series 66
Latham, NY
Guardian Life
Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.
Cody H
Series 65, Series 63
Latham, NY
Guardian Life
Cody Hudson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials. He has one year of experience in the financial services industry, including prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he has been involved in the sale of loan products and home-related services through affiliated companies. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.
Zachary T
Series 65, Series 63
Latham, NY
Guardian Life
Zachary Timm is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 65 and Series 63 designations and eight years of industry experience. His prior roles include positions at Citizens Securities, Foresters Advisory Services, and Foresters Financial Services. In addition to advisory work, he is involved in long-term care, health and medical insurance, annuities, life insurance, and group benefits outside of his primary firm. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party strategies.
Jason L
Series 66
Latham, NY
Guardian Life
Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.
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