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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 Kamees is a financial advisor with LPL Enterprise, LLC, located in Warrington, Pennsylvania. Andrew has been a registered representative in the financial services industry since June 2018 and has held licenses in both Pennsylvania and Connecticut. Andrew has passed the Series 6, 7, 63 and 66 examinations and specializes in providing financial planning, portfolio management for businesses and individuals, and other non-discretionary advisory services. Andrew has experience with Prudential Annuities Distributors, Inc., Prudential Insurance Company of America, Pruco Securities LLC, and Interstate Cleaning. Andrew's current registrations are in Pennsylvania for both Broker-Dealer and Investment Advisor.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
CT
06/26/2018 - 12/15/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Shelton CT)
BOTH
Issued 06/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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