Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Copulsky is a financial advisor with over 20 years of experience in the financial industry. Andrew is currently registered with LPL Financial LLC, where Andrew provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Andrew has held positions with several other firms including Simmons & Company International, Sanders Morris Harris Inc., Sagepoint Financial, Inc., American General Securities Incorporated, Chase Investment Services Corp., Navillus Securities, Inc., GRO Corporation, M G Securities Group, Inc., Block Trading Inc., Pacific Capital Management, and Royce Investment Group, Inc.
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
TX
06/06/2012 - Present
LPL Financial LLC (HOUSTON TX)
MN
07/19/2011 - 11/28/2011
SIMMONS & COMPANY INTERNATIONAL (MINNEAPOLIS MN)
TX
06/16/2010 - 08/24/2010
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
01/08/2008 - 05/06/2009
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
03/09/2005 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
IL
01/01/2004 - 03/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
PA
08/14/2002 - 10/25/2002
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
IL
12/15/1999 - 01/15/2002
GRO CORPORATION (CHICAGO IL)
TX
07/07/1999 - 08/27/1999
M G SECURITIES GROUP, INC. (DALLAS TX)
IL
01/25/1999 - 06/11/1999
GRO CORPORATION (CHICAGO IL)
TX
02/02/1998 - 06/18/1998
BLOCK TRADING INC. (HOUSTON TX)
TX
11/07/1996 - 02/24/1997
BLOCK TRADING INC. (HOUSTON TX)
CA
07/02/1996 - 09/13/1996
PACIFIC CAPITAL MANAGEMENT (CITY OF INDUSTRY CA)
TX
04/29/1996 - 05/21/1996
BLOCK TRADING INC. (HOUSTON TX)
NY
03/13/1995 - 12/14/1995
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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