Unclaimed
Andrew James Peterson is a financial advisor registered with Park Avenue Securities LLC. Andrew has been in the financial services industry since 2002. Andrew is licensed in 23 states to provide investment advisory services. Andrew is also licensed in 30 states to provide securities services. Andrew is a registered representative with Park Avenue Securities LLC, and has been with the firm since 2002.
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.
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2
PA
11/10/2014 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
NY
08/14/2000 - 09/28/2000
GBI CAPITAL PARTNERS INC. (BETHPAGE NY)
BOTH
Issued 08/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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