Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Edgar Beckles is an active investment advisor representative with LPL Financial LLC based in Jamaica, NY. Andre began his career in the financial services industry on August 22, 1991 and has over 30 years of experience. In addition to being registered with LPL Financial LLC, Andre is also registered with the state of New York as an investment advisor representative. Andre's previous experience includes roles with Essex National Securities, LLC, Greenpoint Securities LLC, OppenheimerFunds Distributor, Inc., Muriel Siebert & Co., Inc., National Discount Brokers, Waterhouse Securities, Inc., CitiCorp Investment Services, CitiCorp Financial Services,INC., and Bear, Stearns & Co. Inc. Andre has a wide range of experience working with clients of all types, including individuals, corporations, and charitable organizations. Andre specializes in financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (JAMAICA NY)
NY
05/24/2004 - 04/03/2013
ESSEX NATIONAL SECURITIES, LLC (NEW YORK NY)
NY
01/02/2004 - 05/21/2004
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
09/08/1998 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/02/1998 - 09/16/1998
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/28/1996 - 01/01/1998
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NE
05/10/1995 - 09/12/1995
NATIONAL DISCOUNT BROKERS (OMAHA NE)
NE
06/29/1993 - 09/06/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
06/01/1992 - 08/11/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
02/20/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
11/22/1989 - 02/17/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 01/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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