Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kahan is a financial advisor with LPL Financial LLC. Andrew has been in the financial services industry for over 13 years, and has a wide range of experience in providing financial advice to individuals and families. Andrew is registered with the state of Pennsylvania and Texas and holds several professional designations including the Series 66, Series 24, Series 10, and Series 9 licenses. Andrew's previous experience includes roles at Merrill Lynch and M&T Securities. Andrew is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs.
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.
1
2
PA
08/01/2024 - Present
LPL Financial LLC (YORK PA)
CT
05/25/2012 - 07/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
MD
04/03/2012 - 05/21/2012
M&T SECURITIES, INC. (BALTIMORE MD)
MD
01/07/2011 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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