Unclaimed
Andrew Shoukry is an investment advisor representative at LPL Financial LLC. Andrew has been in the securities industry since October 2018. Andrew currently holds Series 6, 7TO, 63, and 66 licenses. Andrew has previous experience with J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Andrew is registered with the state of California.
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
CA
07/22/2024 - Present
LPL Financial LLC (TORRANCE CA)
CA
07/13/2022 - 10/25/2023
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
11/16/2021 - 06/29/2022
WELLS FARGO CLEARING SERVICES, LLC (MARINA DEL REY CA)
CA
09/11/2018 - 08/03/2021
J.P. MORGAN SECURITIES LLC (EL SEGUNDO CA)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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