Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Koltunowicz is a financial advisor with Macquarie Investment Management Business Trust. Andrew has been in the financial services industry for over 10 years and holds several licenses, including the Series 7, Series 66 and Series 65. Andrew is also licensed to provide investment advice in New Jersey and Pennsylvania. Prior to joining Macquarie Investment Management Business Trust, Andrew worked as a financial advisor at Destra Capital Investments LLC and Lord Abbett Distributor LLC. Andrew specializes in working with individuals, businesses and investment companies. Andrew is committed to providing his clients with the highest quality of financial advice and service.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
04/20/2020 - Present
MacQuarie Investment Management Business Trust (WARREN NJ)
MT
04/17/2014 - 10/03/2016
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
NJ
08/22/2012 - 04/10/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 01/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Koltunowicz is the right advisor for you? Invested Better is here to help.
