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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Donovan is a financial advisor with LPL Financial LLC in HOPEWELL JUNCTION, NY. Andrew has been a registered representative since 1984 and an investment advisor representative since 1996. Andrew has a long history of working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Andrew is a Certified Financial Planner and specializes in financial planning, investment management, retirement planning, and estate planning.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (HOPEWELL JUNCTION NY)
IL
08/29/1996 - 01/16/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
GA
06/28/1996 - 09/03/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
04/05/1988 - 07/19/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
06/26/1989 - 07/13/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
09/25/1984 - 07/13/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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