Unclaimed
Andrew Ewanyk is an investment advisor representative with LPL Financial LLC. Andrew has been in the financial services industry for over 14 years, with experience at various firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cadaret, Grant & Co., Inc.. Andrew holds a Series 66, Series 10, Series 9, Series 7, and SIE licenses and is registered in New York and South Carolina.
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.
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2
SC
01/11/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/19/2007 - 07/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSONVILLE NC)
NY
11/14/2006 - 08/16/2007
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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