Unclaimed
Andrew Bensey is a registered representative and investment advisor representative with LPL Financial LLC in Orlando, Florida. Andrew joined LPL Financial in May 2019. Andrew has been in the financial services industry since May 2019. Andrew has a Series 7TO, Series 66 and SIE license. Andrew has a total of 1 approved registration(s) with FINRA. Andrew has one state registration with the state of Florida. Andrew is currently active in Florida. The firm's main office is in Fort Mill, South Carolina. LPL Financial LLC has more than $50 billion in assets under management.
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
FL
10/08/2020 - Present
LPL Financial LLC (ORLANDO FL)
BOTH
Issued 10/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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