Registered Representative of Park Avenue Securities LLC (PAS). OSJ:52 Forest Ave., Paramus, NJ 07652 (201) 843-7700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Certified Financial Services, LLC is not an affiliate or subsidiary of PAS or Guardian.
The Five Star Investment Professional award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients; Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 23 New Jersey-area investment professionals with the Five Star Investment Professional award.