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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stephen Hudak is a financial advisor with LPL Financial LLC. Andrew has been in the financial services industry since 2008 and is registered with the state of Ohio and Texas. Andrew has a wide range of experience, having previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc.. Andrew holds Series 6, 7TO, 26, 63, and 65 licenses and is a registered representative of LPL Financial LLC. Andrew Stephen Hudak specializes in offering financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Andrew Stephen Hudak has over 15 years of experience in the financial services industry and is committed to helping clients achieve their financial goals.
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
11/01/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
OH
01/06/2012 - 11/01/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (MAUMEE OH)
OH
04/08/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MAUMEE OH)
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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