Unclaimed
Andrew Duhovic is a financial advisor affiliated with LPL Financial LLC. Andrew has been in the financial services industry for over 3 years and has a history of working with clients in the San Diego area. Andrew is licensed to provide securities and investment advisory services and has experience in providing financial planning, portfolio management, and other advisory 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.
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
CA
04/30/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/14/2022 - 12/13/2023
CETERA ADVISORS LLC (SAN DIEGO CA)
BC
Issued 04/30/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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