Unclaimed
Andrew Rzotkiewicz is a financial advisor at Cetera Investment Advisers LLC, with over 15 years of experience in the industry. Andrew has held a variety of roles in the financial services sector, including serving as an Investment Advisor Representative for Investors Capital Corp. Andrew is licensed to provide financial advice in all 50 states, plus Washington D.C. and Puerto Rico. Andrew has experience providing financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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
IL
02/16/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
11/16/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (SCHAUMBURG IL)
MN
12/11/2012 - 12/31/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
NY
01/04/2007 - 04/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Rzotkiewicz is the right advisor for you? Invested Better is here to help.