Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Nawrocki is a financial advisor who has been in the industry since 2005. Andrew has a wide range of experience working with various clients, including individuals, corporations, and charitable organizations. Andrew currently works for LPL Financial LLC, and has held previous positions with Fidelity Brokerage Services LLC, BANC of America Investment Services, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and First Investors Corporation. Andrew is registered to offer securities in Massachusetts and South Carolina. Andrew holds Series 6, 7, 7TO, and SIE licenses.
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
MA
01/02/2024 - Present
LPL Financial LLC (HUDSON MA)
MA
08/29/2006 - 01/15/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
RI
03/02/2006 - 06/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MN
07/05/2005 - 03/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/05/2005 - 03/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/09/2005 - 06/29/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Nawrocki is the right advisor for you? Invested Better is here to help.
