Unclaimed
Andrew James Beshuk is a financial advisor with over 20 years of experience in the industry. Andrew currently works at LPL Financial LLC and is registered in both Missouri and Texas. Andrew has previously worked at Waddell & Reed, Broker Dealer Financial Services Corp., 1717 Capital Management Company, and Nationwide Securities, Inc. Andrew has a wide range of experience in the financial services industry and has held various licenses and designations, including the Series 7, 6, 24, 26, 63, and 65. Andrew is committed to providing his clients with personalized financial advice and guidance.
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
MO
07/21/2021 - Present
LPL Financial LLC (JEFFERSON CITY MO)
MO
02/18/2020 - 07/21/2021
WADDELL & REED (JEFFERSON CITY MO)
MO
08/22/2007 - 06/15/2010
BROKER DEALER FINANCIAL SERVICES CORP. (JEFFERSON CITY MO)
OH
11/17/2006 - 08/01/2007
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
04/12/2006 - 08/01/2007
NATIONWIDE SECURITIES, INC. (DUBLIN OH)
MO
07/17/2000 - 03/31/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (JEFFERSON CITY MO)
BC
Issued 01/27/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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