Unclaimed
Andrew Lindenberg is a financial advisor with Equitable Advisors, LLC. Andrew has been working in the financial industry since November 3, 2015 and has been registered with Equitable Advisors, LLC since September 2021. Previously, Andrew was with Ameriprise Financial Services, LLC from August 2018 to June 2021 and AXA Advisors, LLC from July 2015 to August 2018. Andrew is licensed in 22 states and has a Series 66, Series 7 and SIE license. Andrew provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.
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.
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
NY
02/02/2022 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
08/24/2018 - 06/10/2021
AMERIPRISE FINANCIAL SERVICES, LLC (New York NY)
NY
07/23/2015 - 08/30/2018
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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