Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Liptak is a financial advisor associated with Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Andrew has been in the securities industry since October 15, 1983. Andrew is a registered representative of Osaic Wealth, Inc., and holds the Series 7, Series 63, and SIE licenses. Andrew is registered in Georgia, Hawaii, Maryland, Minnesota, Nevada, Pennsylvania, Texas, Virginia, and West Virginia. Andrew's experience, licenses, and registrations allow him to provide a range of financial services to individuals, businesses, and organizations. Andrew is committed to helping clients 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.
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.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (NORTH HUNTINGDON PA)
PA
07/01/1994 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH HUNTINGDON PA)
MD
10/09/1985 - 05/24/1994
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
07/21/1983 - 08/19/1985
FINANCIAL ESTATE PLANNING, INC.
BC
Issued 08/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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