Unclaimed
Andrew Gift is a financial advisor at LPL Financial LLC. Andrew has been a registered representative since 1985 and a registered investment advisor since 1998. Andrew has experience providing financial advice to individuals, families, businesses, and retirement plans. Andrew is a Certified Financial Planner and is committed to helping clients achieve their financial goals. Andrew is registered to provide financial advice in Colorado, Texas, and other states.
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
CO
12/05/2023 - Present
LPL Financial LLC (DENVER CO)
CO
05/04/2007 - 12/08/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (DENVER CO)
CO
06/28/1988 - 05/08/2007
MULTI-FINANCIAL SECURITIES CORPORATION (AURORA CO)
NA
11/12/1985 - 05/24/1988
W. S. GRIFFITH & CO., INC.
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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