Broker Check
Meenakshi Singh

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Professional Background 

Meenakshi Singh is a Registered Financial Representative with Wealth Design Group & Park Avenue Securities. She is equipped with FINRA Series 6 & 63 licenses. She is LUTCF certified and currently enrolled in CFP Certification. She has 8 years of experience in the finance industry.She worked with AIG Financial Network as financial representative and achieved the feat of being top producer and leadership qualifier every year. Prior to that she also has worked for Seahorse Group of Companies in India.  

 

Business Philosophy 

 
Meenakshi believes that thorough knowledge, honest intent, transparency & accountability are essential & integral features of a financial professional as it leads to mutual trust & respect between the professional & the client. Earning someone's trust can be one of the most satisfying feeling but it certainly demands utmost care and accuracy to be practiced by the professional. 

She feels blessed & accomplished that she has earned trust & respect from individuals,businesses & families. She has worked with IT Professionals, Engineers, Executives, Physicians and Entrepreneurs while trying to help them in simplifying the complications of their finances in order to achieve their financial goals. She would like to continue working in the best interest of her clients to help them in making informed decision when it comes to appropriate allocation of their existing financial resources aimed at reaching their immediate as well as future financial needs. She also helps people in understanding the importance of having proper financial planning process in place, as the first step towards ensuring success of their overall financial portfolio.She along with her team, educates her clients about preparing buffers to mitigate the adverse impacts of all current & probable future risks relevant to financial planning & investments. She and her team conduct seminars to educate clients and prospects about college funding options, retirement income options as well as other viable investment alternatives in order to help them in creating well-diversified & well-structured portfolio aimed at achieving highest probability of success, both in short term as well in long term. 

Education  

Bachelor of Science  
Master of Business Administration (MBA) 

 

License & Certification 

FINRA Series 6 & 63 Licenses 
General Lines Life, Accident & Health Insurance License. 
LUTCF (Life Underwriting Training Council Fellow)                                                                                                 Currently Enrolled in CFP (Chartered Financial Planner) 

 

Membership & Affiliation 

Member of NAIFA, National Association of Financial Advisors 
Member of TiE, The Indus Entrepreneurs 

Awards & Achievements 

 Rising Star Award of NAIFA in year 2013-2014. 
Trophy Campaign Winner at AIG Financial Network for 2013,2014 & 2015 
Leadership Club Qualifier at AIG Financial Network for 2013,2014 & 2015                                                     Client Builder Award, 2018 at Guardian  

 

 

Registered Representative of Park Avenue Securities LLC (PAS,  Financial Representative of  Guardian