Unclaimed
Andrew Rzotkiewicz is a financial advisor who has been in the industry since June 1, 2007. Andrew is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Illinois and Texas. Andrew has been registered with Cetera Investment Advisers LLC since January 2014. Prior to that, Andrew was registered with Investors Capital Corp. Andrew has a diverse background in the financial services industry, including experience with Cetera Investment Services LLC and Citigroup Global Markets Inc. Andrew has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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 6/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/3/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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