Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Lomanto is an investment advisor representative with Osaic Wealth, Inc., based in Plattsburgh, New York. Andrew has been in the financial services industry since 2001 and has a strong track record of success. He specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Andrew is a dedicated and experienced professional who is committed to providing his clients with the highest quality of service. He is a Registered Representative with Securities America, Inc. and an Investment Advisor Representative with Securities America Advisors. Andrew is registered with the state of New York and other states.
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.
1
2
NY
09/26/2024 - Present
Osaic Wealth, Inc. (PLATTSBURGH NY)
NY
11/16/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PLATTSBURGH NY)
NY
07/18/2012 - 10/31/2016
INVEST FINANCIAL CORPORATION (MALONE NY)
NY
07/09/2008 - 07/18/2012
HSBC SECURITIES (USA) INC. (PLATTSBURGH NY)
NY
12/01/2005 - 07/03/2008
CCO INVESTMENT SERVICES CORP. (PLATTSBURGH NY)
OH
07/07/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
10/15/2001 - 07/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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