Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Link has been in the financial services industry since 1984. Andrew has a long and varied career in the financial services industry. Andrew is currently registered with Park Avenue Securities LLC in Missoula, Montana and is licensed in Arizona and Montana. Andrew holds the Series 6, 7, 24, 26 and 63 licenses and is a Chartered Financial Consultant. Andrew has previously been employed with Guardian Investor Services Corporation, Robert W. Baird & Co. Incorporated and Northwestern Mutual Investment Services, Inc. Andrew has experience in a variety of financial services areas including financial planning, investment advisory services, and insurance. Andrew specializes in individual and business financial planning, retirement planning, and college savings.
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
MT
07/12/2013 - Present
Park Avenue Securities LLC (MISSOULA MT)
NY
11/15/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
08/24/1989 - 11/21/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/16/1984 - 11/21/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 11/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/08/1992
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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