Unclaimed
Andrew Edward Czajkowski is an Investment Advisor Representative at Northrock Partners, LLC. Andrew is a registered investment advisor in California. Andrew has over 12 years of experience in the financial services industry. Andrew has a strong background in financial planning, portfolio management, and investment advisory services. Previously, Andrew was employed with Ameriprise Financial Services, LLC. and Infinity Financial Services. Andrew is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
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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2
CA
10/27/2023 - Present
Northrock Partners, LLC (San Rafael CA)
CA
03/31/2022 - 11/01/2023
AMERIPRISE FINANCIAL SERVICES, LLC (San Francisco CA)
CA
08/23/2019 - 01/20/2022
INFINITY FINANCIAL SERVICES (Sausalito CA)
BOTH
Issued 09/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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