Unclaimed
Andrew Zimmerman is a financial advisor with Park Avenue Securities LLC and has been in the industry since June 2009. Andrew has a Series 7, Series 66, and SIE licenses and is registered in California, Colorado, Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, and Texas. Andrew holds the designation of Certified Financial Planner. Andrew specializes in providing financial planning, investment management, educational seminars, and selection of other advisors. Andrew is based in New York, NY.
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
NY
03/06/2018 - Present
Park Avenue Securities LLC (NEW YORK NY)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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