Unclaimed
Andrew Raskin is a financial advisor with over 19 years of experience in the financial services industry. Andrew has been registered with LPL Financial LLC since December 2022. Prior to joining LPL Financial, Andrew has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, Wells Fargo Advisors, LLC, Chase Investment Services Corp., Newbridge Securities Corporation, UBS Financial Services Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Andrew holds Series 66, SIE and Series 7 licenses.
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.
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2
FL
12/14/2022 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
FL
07/22/2016 - 12/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
06/30/2016 - 07/27/2016
AXA ADVISORS, LLC (BOCA RATON FL)
FL
07/19/2012 - 05/12/2016
WELLS FARGO ADVISORS, LLC (LAKE WORTH FL)
FL
04/16/2010 - 07/09/2012
CHASE INVESTMENT SERVICES CORP. (LAKE WORTH FL)
FL
04/27/2009 - 03/19/2010
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
09/06/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
MN
12/03/2003 - 08/24/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/03/2003 - 08/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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