Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Karkos is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. based in Lewiston, ME. Andrea has been in the industry for over 9 years and is registered in 13 states. Andrea is licensed to provide investment advice and financial planning services to individuals, businesses, and institutions. Andrea holds the Series 7, Series 66 and SIE licenses. Andrea also has a strong background in banking and finance, having worked at Androscoggin Bank and Androscoggin Financial Services. Andrea has a commitment to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
08/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (LEWISTON ME)
ME
06/07/2016 - 02/17/2017
INVEST FINANCIAL CORPORATION (LEWISTON ME)
ME
10/30/2014 - 05/23/2016
COMMONWEALTH FINANCIAL NETWORK (AUBURN ME)
BOTH
Issued 01/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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