Andrew Panko (CRD# 5226800) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has over 12 years of experience in the finance industry. Andrew Panko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tenon Financial | Metuchen, NJ | Nov 2019 - Current | 4 |
| Nomura Securities International | New York, NY | Sep 2015 - Nov 2019 | 4 |
| Nomura Holding America | New York, NY | Sep 2015 - Nov 2019 | 4 |
| Bnp Paribas | New York, NY | Jun 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
- NJ
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts279ACCOUNTS
-
Average Account Value$469,287
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, NC, NJ, TX
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