Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paczkowski is an Investment Advisor Representative at Charles Schwab & CO., Inc. located in Garden City, New York. Andrew has been in the industry for over 25 years and has experience in a number of financial firms including TD Ameritrade, Inc., SCOTTRADE, INC., Dreyfus Service Corporation, AM Capital LLC, NDB Capital Markets, LP, Schwab Capital Markets L.P. and Monroe Parker Securities, Inc. Andrew is licensed in 33 states and has several industry certifications and licenses including Series 7, 9, 10, 24, 55, 57TO, 63, 66 and SIE. Andrew offers Financial Planning advice through Charles Schwab & CO., Inc. and is a wrap fee program sponsor and financial planning advisor referral program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
01/25/2022 - Present
Charles Schwab & CO., Inc. (Garden City NY)
NY
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Garden City NY)
NY
02/25/2004 - 02/26/2018
SCOTTRADE, INC. (BROOKLYN NY)
NY
03/04/2003 - 02/23/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
08/01/2002 - 11/12/2002
AM CAPITAL LLC (NEW YORK NY)
NY
07/06/2001 - 06/28/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
CT
03/18/1997 - 07/05/2001
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NY
11/11/1996 - 01/21/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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