Unclaimed
Andrew Colascione is a financial advisor who has been working in the financial services industry since October 2007. Andrew is registered as a registered representative (RR) and an investment advisor representative (IAR) with LPL Financial LLC. Andrew specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Andrew is also registered in the state of Georgia. Before joining LPL Financial LLC, Andrew worked at Jackson National Life Distributors LLC, VFinance Investments, Inc., and First Midwest Securities, Inc. Andrew is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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
GA
03/28/2022 - Present
LPL Financial LLC (ATLANTA GA)
TN
02/20/2019 - 05/30/2019
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
11/20/2007 - 01/04/2008
VFINANCE INVESTMENTS, INC (NEW YORK NY)
IL
10/15/2007 - 11/02/2007
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
BC
Issued 07/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Colascione is the right advisor for you? Invested Better is here to help.