Unclaimed
Andrew Denkler is an active investment advisor representative registered with the state of Florida and New York. Andrew Denkler is also a registered investment advisor representative of Oppenheimer & Co. Inc.. Andrew Denkler has been in the financial industry since 2018 and has a Series 7, Series 66, and Series 87 license. Andrew Denkler offers a range of financial services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Andrew Denkler is a Chartered Financial Analyst (CFA).
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/09/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BOTH
Issued 02/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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