Unclaimed
Andrew Brincefield is a financial professional with over 18 years of experience in the securities industry. Andrew is a Registered Representative of Park Avenue Securities LLC. Andrew provides financial planning and investment advice to individuals, families, and businesses. Andrew is a Certified Financial Planner and a Chartered Financial Consultant. Andrew holds Series 7, Series 63, Series 66 and Series 24 licenses and is registered to provide investment advice in several states. Andrew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NC
11/24/2010 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
BOTH
Issued 02/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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