Unclaimed
Andrew Louis Dropkin is a financial advisor with over 20 years of experience in the financial services industry. Andrew is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Andrew has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. He is also a Certified Financial Planner. Andrew is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
04/25/2016 - Present
Kestra Advisory Services, LLC (DALLAS TX)
NY
01/17/2003 - 05/26/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/09/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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