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Andrew David Panko

Tenon Financial

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About Andrew David Panko

Andrew David Panko is a financial advisor registered with Tenon Financial. Andrew has been a financial advisor for over 11 years, with prior experience at Nomura Securities International, Inc. and BNP Paribas Securities Corp. Andrew is also a Certified Financial Planner. Tenon Financial is an SEC registered Investment Advisor with offices in Metuchen, NJ.

Firm Information

Andrew Panko is currently registered with Tenon Financial. Tenon Financial, based in Metuchen, NJ, is an investment advisory firm with $208,315,421 in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.
Tenon Financial

406 MAIN STREET

METUCHEN, NJ 08840

$208.32M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Andrew Panko’s Registration & Firm History

NJ

10/21/2020 - Present

Tenon Financial (METUCHEN NJ)

NY

09/22/2015 - 08/14/2019

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

01/14/2014 - 09/25/2015

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

10/18/2011 - 01/23/2014

BNP PARIBAS PRIME BROKERAGE, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew David Panko.
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