Unclaimed
Andrew Sukhin is a financial advisor with over 30 years of experience in the industry. Andrew has a strong track record of success working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Andrew is registered with Raymond James & Associates, Inc. and previously held positions with Morgan Stanley, Citigroup Global Markets Inc., Fahnestock & Co. Inc., Reich & Co., Inc., and First Interregional Equity Corp. Andrew has a deep understanding of the financial markets and provides comprehensive financial planning and portfolio management services to his clients. Andrew holds Series 3, 7, 63 and 65 licenses, as well as the Certified Financial Planner designation.
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.
Please see note in schedule d - miscellaneous
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
FL
12/04/2023 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
FL
06/01/2009 - 12/22/2023
MORGAN STANLEY (Aventura FL)
NY
08/26/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/08/1994 - 08/25/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NA
09/04/1991 - 08/08/1994
REICH & CO., INC.
NJ
01/03/1991 - 08/23/1991
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
NA
11/07/1990 - 01/28/1991
THE RANDALL-GEORGE CORPORATION
IA
Issued 03/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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