Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Linderman is a financial professional registered with Oppenheimer & Co. Inc. Andy has been in the financial industry for over 10 years and has a strong track record of success in providing investment advice and portfolio management services. Andy holds a Series 7, 79, 63, 99TO and SIE licenses, as well as a Uniform Securities Agent State Law Examination license. Previously, Andy worked at JMP Securities LLC. Andy has a broad understanding of investment strategies and a commitment to providing personalized and high-quality service.
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
05/15/2020 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/14/2017 - 02/11/2020
JMP SECURITIES LLC (NEW YORK NY)
NY
07/17/2013 - 03/15/2017
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 07/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2013
Series 79 - Investment Banking Registered 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
Not sure Andy Linderman is the right advisor for you? Invested Better is here to help.
