Unclaimed
Andrew Tedesco is a financial advisor at LPL Financial LLC with over 23 years of experience in the financial services industry. Andrew holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Andrew has worked at Lincoln Financial Advisors and LPL Financial. Andrew's current registration statuses are: Approved for RA in Ohio with a status date of October 22, 2024 and Approved for RA in Texas with a status date of October 21, 2024. Andrew provides a wide range of financial services to individuals, businesses, and institutions. Some of the services Andrew provides include: financial planning, portfolio management, investment advisory services, and consulting. Andrew has a strong commitment to providing personalized financial advice to his clients.
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.
1
2
OH
10/21/2024 - Present
LPL Financial LLC (Cincinnati OH)
IN
10/13/2000 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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