Unclaimed
Andrew Kutanovski is a financial advisor associated with LPL Financial LLC and has been in the industry since March 16, 2016. Andrew has been registered as an investment advisor representative (IAR) in Texas and Indiana since January 22, 2024. Andrew holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation and is a Certified Financial Planner. Andrew has experience with various investment products and services and specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. In addition to working as an advisor at LPL Financial LLC, Andrew also has experience in real estate and dentistry.
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.
1
2
IN
01/22/2024 - Present
LPL Financial LLC (CROWN POINT IN)
IL
03/17/2016 - 02/07/2024
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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