Unclaimed
Andrew Lichaj is a financial advisor with Fidelity Personal And Workplace Advisors. Andrew has been in the financial industry since April 26, 2018 and is registered in 53 states. Andrew previously worked at Stifel, Nicolaus & Company, Incorporated, Wells Fargo Clearing Services, LLC, Thrivent Investment Management Inc, MML Investors Services, LLC and Foresters Financial Services, Inc.
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.
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
IL
03/13/2024 - Present
Fidelity Personal AND Workplace Advisors (LEMONT IL)
IL
03/30/2021 - 04/20/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
03/12/2020 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
04/08/2019 - 02/28/2020
THRIVENT INVESTMENT MANAGEMENT INC. (ORLAND PARK IL)
IL
05/24/2017 - 04/02/2019
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
09/09/2016 - 10/21/2016
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrew Lichaj is the right advisor for you? Invested Better is here to help.