Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Starosta is a financial advisor registered with LPL Financial LLC. Andrew has been in the financial industry for over 28 years and has worked with several firms. In addition to being a financial advisor, Andrew also works as a bank employee for Landmark Credit Union. Andrew is licensed to provide investment advice in Arizona, Florida, Illinois, and Wisconsin. Andrew works with individuals, corporations, charitable organizations, insurance companies, investment companies, and pension and profit-sharing plans. Andrew offers financial planning, portfolio management for businesses and individuals, educational seminars, and consulting 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
WI
10/17/2011 - Present
LPL Financial LLC (MILWAUKEE WI)
WI
11/23/2010 - 10/14/2011
PRIMEVEST FINANCIAL SERVICES, INC. (GREENFIELD WI)
WI
06/04/2010 - 11/30/2010
ABACUS INVESTMENTS, INC. (DOUSMANS WI)
WI
09/29/2009 - 05/11/2010
J.W. COLE FINANCIAL, INC. (WEST ALLIS WI)
WI
10/20/2008 - 08/25/2009
CHASE INVESTMENT SERVICES CORP. (BRISTOL WI)
WI
04/12/2006 - 10/20/2008
THE O.N. EQUITY SALES COMPANY (FRANKLIN WI)
WI
01/03/2006 - 04/21/2006
ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IL
09/30/2003 - 01/04/2006
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
WI
07/16/1998 - 10/07/2003
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
05/13/1997 - 03/27/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
11/24/1993 - 04/29/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
10/12/1988 - 12/20/1988
ROBERT W. BAIRD & CO. INCORPORATED
BOTH
Issued 11/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Starosta is the right advisor for you? Invested Better is here to help.
