Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jordan Marok is a financial advisor who has been in the industry since December 2013. Andrew is currently registered with Raymond James & Associates, Inc. in New York, NY, and is also registered with the state of New York. Andrew has previously worked at INSTINET, LLC and COWEN AND COMPANY, both in New York, NY. Andrew holds the Series 63, SIE, Series 87, Series 7 and Series 86 licenses.
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.
Please see note in schedule d - miscellaneous
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
NY
08/14/2020 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
06/25/2018 - 08/06/2020
INSTINET, LLC (NEW YORK NY)
NY
09/27/2011 - 04/06/2016
COWEN AND COMPANY (NEW YORK NY)
BC
Issued 06/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Marok is the right advisor for you? Invested Better is here to help.
