Unclaimed
Andrew Cusick is a financial professional with over 8 years of experience in the industry. Andrew is a Registered Representative and Investment Advisor Representative, licensed in Kentucky, North Carolina, and Tennessee. Andrew is currently affiliated with KPP Advisory Services LLC, where he provides investment advisory services. Andrew's experience includes working with individuals and high-net-worth clients, providing financial planning and investment management services. He is committed to helping clients achieve their financial goals. Prior to joining KPP Advisory Services LLC, Andrew was affiliated with Park Avenue Securities LLC, where he was also a Registered Representative and Investment Advisor Representative. Andrew holds the Series 7TO, Series 6, and Series 66 licenses and is a graduate of the Securities Industry Essentials (SIE) exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
12/20/2021 - Present
KPP Advisory Services LLC (Bowling Green KY)
KY
10/01/2018 - 12/11/2020
PARK AVENUE SECURITIES LLC (OWENSBORO KY)
BOTH
Issued 12/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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