Unclaimed
Andrew Sitkiewicz is a financial advisor with LPL Financial LLC. Andrew has been working in the financial services industry since May 1983. Andrew is registered with FINRA and is licensed in 27 states. Andrew also has the Certified Financial Planner designation. Prior to joining LPL Financial LLC, Andrew worked for Waterstone Financial Group, Inc., Dreher & Associates, Inc., CitiCorp Investment Services, Financial Horizons Securities Corporation, Gruntal & Co. Incorporated, J.T. Moran & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, 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.
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
IL
11/06/2020 - Present
LPL Financial LLC (LISLE IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)
IL
03/10/1997 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NY
11/14/1991 - 03/11/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
02/11/1991 - 12/31/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
01/30/1990 - 02/27/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/23/1988 - 02/27/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
NA
05/26/1983 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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