Unclaimed
Andrew Dlinn is a financial advisor with Kovack Advisors, Inc. Andrew has been in the financial services industry since 1993 and holds licenses in Florida and Pennsylvania. Andrew has previously worked for Capital Guardian, LLC, Gunnallen Financial, Inc, Wachovia Securities, LLC and Prudential Securities Incorporated. Andrew specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Andrew is a registered Investment Advisor Representative (IAR) in Florida and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
PA
06/29/2018 - Present
Kovack Advisors, Inc. (Pittsburgh PA)
PA
04/12/2010 - 06/08/2017
CAPITAL GUARDIAN, LLC (PITTSBURGH PA)
PA
10/15/2004 - 03/30/2010
GUNNALLEN FINANCIAL, INC (PITTSBURGH PA)
MO
07/01/2003 - 11/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/25/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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