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Andrew Joseph Kalinowski

Lifemark Securities Corp.

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About Andrew Joseph Kalinowski

Andrew Joseph Kalinowski is an active investment advisor representative registered with Lifemark Securities Corp. in New York. Andrew has been in the securities industry since February 26, 1973 and has extensive experience in the financial services industry. In addition to his role at Lifemark Securities Corp., Andrew also serves as an Independent Insurance Agent. Andrew is dedicated to providing personalized financial advice and guidance to individuals and families.

Firm Information

Andrew Kalinowski is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Kalinowski’s Registration & Firm History

NY

08/27/2021 - Present

Lifemark Securities Corp. (ROCHESTER NY)

NA

10/28/1971 - 04/04/1983

LINSCO CORPORATION

NA

11/04/1982 - 03/30/1983

STRUCTURED SHELTERS SECURITIES, INC.

NA

12/15/1970 - 11/26/1971

CG EQUITY SALES COMPANY

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Licenses & Designations

BC

Issued 11/30/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Joseph Kalinowski.
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