Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Leberer is a financial advisor with over 10 years of experience in the industry. Andrew has a strong background in investments and is a Registered Representative with the Series 7 and Series 63 licenses. Andrew holds both the Series 65 (Uniform Investment Adviser Law Examination) and the SIE (Securities Industry Essentials Examination) licenses. Andrew is currently registered with LPL Financial LLC. Previously, Andrew has held positions at SII INVESTMENTS, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dynasty Capital Partners, Inc., First Midwest Securities, Inc., Paulson Investment Company, Inc., and J.P. Turner & Company, L.L.C.
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
NY
02/14/2018 - Present
LPL Financial LLC (BUFFALO NY)
NY
07/26/2016 - 02/14/2018
SII INVESTMENTS, INC. (BUFFALO NY)
NY
01/27/2015 - 07/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
NY
06/06/2014 - 09/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
08/02/2010 - 07/11/2012
DYNASTY CAPITAL PARTNERS, INC. (BUFFALO NY)
NY
05/01/2009 - 08/02/2010
FIRST MIDWEST SECURITIES, INC. (BUFFALO NY)
NY
12/03/2008 - 05/15/2009
PAULSON INVESTMENT COMPANY, INC. (BUFFALO NY)
NY
09/14/2007 - 01/02/2009
J.P. TURNER & COMPANY, L.L.C. (BUFFALO NY)
IA
Issued 10/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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