Unclaimed
Andrew Panyik is a financial advisor with over 25 years of experience in the industry. Andrew is currently registered with Money Concepts Capital Corp. and has previously been registered with Woodbury Financial Services, Inc. and Lincoln Financial Advisors Corporation. Andrew has a broad range of experience in financial planning, portfolio management, and other related services. Andrew's expertise lies in helping individuals and families develop and implement financial plans that meet their specific needs and goals. He is committed to providing his clients with the highest level of service and personalized attention.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
06/12/2012 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
OH
11/21/2005 - 06/11/2012
WOODBURY FINANCIAL SERVICES, INC. (MARENGO OH)
IN
01/04/2001 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/04/2001 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/08/1995 - 12/31/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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