Unclaimed
Andrew Birgel is a financial professional with Park Avenue Securities LLC. Andrew has been in the industry since 2021 and holds the Series 63, Series 6TO, and SIE licenses. Andrew is registered to provide investment advice in New Jersey and South Carolina. Andrew specializes in financial planning, educational seminars and selection of other advisors. Andrew previously worked at Northwestern Mutual Investment Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
SC
04/13/2023 - Present
Park Avenue Securities LLC (MT PLEASANT SC)
NY
11/11/2021 - 03/24/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 01/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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