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Asghar K
CFP®, ChFC®, Series 63, Series 65
New York, NY
Guardian Life
Asghar Kazim is a CFP® and ChFC® with 30 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Guardian Life and Regent Financial Group. He serves as a board member of the American Pakistan Foundation (APF). 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 corporations. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary portfolio management.
Sherif M
Series 63, Series 65
New York, NY
Guardian Life
Sherif Mesiha is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and was with Primerica Advisors and Guardian Life Insurance Co of America from 2007 to 2019. Outside of his advisory role, he is involved in property and casualty insurance services through SGM Insurance Services. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies using proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Brett K
Series 63, Series 65
New York, NY
Guardian Life
Brett Kulman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2011. Outside of his advisory work, he serves as a basketball referee in the Westchester, NY area. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account management options including discretionary and non-discretionary services.
Ziama H
Series 63
New York, NY
Guardian Life
Ziama Harmon is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. Their 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, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.
Attila B
Series 66
New York, NY
Guardian Life
Attila Boda is a financial advisor with Primerica Advisors holding a Series 66 designation and has experience working at firms including Morgan Stanley and Citi. He has been active in the industry since 2005 and currently works at Park Avenue Securities. Outside of finance, he is involved with Real Steel Honda Racing, participating in motorcycle racing activities in the MotoAmerica series. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies. The firm manages approximately $15 billion in regulatory assets under management and supports various account-level services including lending and donor-advised funds.
Michael M
Series 66
New York, NY
Guardian Life
Michael Mederrick is a financial advisor with Primerica Advisors in New York, NY, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities since 2006 and has been associated with Guardian Life Insurance Company of America since 2005. Mederrick holds a Juris Doctor degree but is not practicing law. Park Avenue Securities 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, utilizing a combination of proprietary and third-party investment strategies across various account types.
Mitchell C
Series 66
New York, NY
Guardian Life
Mitchell Coopersmith is a financial advisor with Primerica Advisors who holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities since 2010. Outside of his advisory duties, he operates Mitchell Coopersmith LLC to manage administrative support. Park Avenue Securities 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, utilizing a combination of proprietary model portfolios, third-party managers, and digital advice platforms.
Deborah B
Series 63, Series 65
New York, NY
Guardian Life
Deborah Baum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Primerica Advisors and Guardian Life Insurance Company since 1989. Outside of her advisory role, she serves as an officer for the charitable organization Congregation Austrian Gemelith Chasudim. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.
Howard E
Series 63
New York, NY
Guardian Life
Howard Elias is a financial advisor at Guardian Life with 33 years of industry experience. He holds a Series 63 designation and has worked at various Guardian Life entities since 1984, including a recent role at Park Avenue Securities from 2024 to 2025. Outside of his advisory work, he serves as a trustee for two family trusts. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and third-party managers, and offers a hybrid digital advisory solution.
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