Unclaimed
Andrew Karczewski is a financial advisor currently registered with J.P. Morgan Securities LLC. Andrew has been in the industry since 2021 and is licensed in both Arizona and Texas. Andrew previously worked with NYLIFE Securities LLC and LPL Financial LLC. Andrew has several years of experience helping clients with financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
05/02/2024 - Present
J.p. Morgan Securities LLC (TUCSON AZ)
AZ
11/28/2022 - 05/03/2024
NYLIFE SECURITIES LLC (TUCSON AZ)
AZ
06/08/2021 - 10/05/2022
LPL FINANCIAL LLC (TUCSON AZ)
AZ
03/02/2021 - 06/09/2021
PFS INVESTMENTS INC. (SCOTTSDALE AZ)
BOTH
Issued 01/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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