Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew J. Serkes is a registered representative with J.P. Morgan Securities LLC and has been in the industry since June 13, 2011. Andrew Serkes is also an Investment Advisor Representative. Andrew Serkes has been associated with J.P. Morgan Securities LLC since February 2018. Andrew Serkes has a strong track record of success in the financial services industry, having held previous positions with SC Distributors, LLC, Moloney Securities Co., Inc., and KBS Capital Markets Group LLC. Andrew Serkes is registered to provide investment advice in Missouri and Texas. Andrew Serkes specializes in investment management, financial planning, and portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
02/23/2024 - Present
J.p. Morgan Securities LLC (Clayton MO)
CA
04/08/2016 - 02/12/2018
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
MO
09/18/2014 - 04/13/2016
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
CA
01/18/2010 - 05/17/2013
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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