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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Despotakis is a financial advisor with Mariner Wealth. Andrew has been in the financial services industry since 2017. Andrew is a Registered Representative and Investment Advisor Representative. He specializes in providing financial planning, portfolio management, and family office services. Andrew is a Certified Financial Planner (CFP) and holds the Series 7, Series 66, and SIE licenses. Andrew is registered to provide advisory services in Massachusetts, New Jersey, New York, and Pennsylvania.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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NJ
11/09/2022 - Present
Mariner Wealth (Manasquan NJ)
NJ
10/04/2021 - 09/12/2022
CETERA ADVISOR NETWORKS LLC (WYCKOFF NJ)
MN
07/19/2021 - 09/28/2021
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
07/01/2021 - 09/27/2021
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
01/23/2018 - 06/30/2021
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
04/04/2017 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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