Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Serzan has been in the financial industry since 2002. Andrew is currently registered as a Registered Representative with Prosperity Capital Advisors, a registered investment advisor in the State of New Jersey. Previously, Andrew worked for Nationwide Securities, LLC and 1717 Capital Management Company. Andrew holds Series 6, 63, and 65 licenses. Andrew specializes in providing financial planning and retirement planning services to individuals, families, and businesses. Andrew offers a variety of investment advisory services, including portfolio management, financial planning, 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.
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
OH
11/09/2023 - Present
Prosperity Capital Advisors (WESTLAKE OH)
NJ
08/01/2008 - 11/01/2010
NATIONWIDE SECURITIES, LLC (CRANFORD NJ)
NJ
07/10/2002 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Serzan is the right advisor for you? Invested Better is here to help.
