Unclaimed
Andrew Jankowiak is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in St. Louis Park, MN. Andrew has been in the securities industry since 2006 and has held previous positions at Infinex Investments, Inc., BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc. and Wells Fargo Investments, LLC. Andrew holds a Series 7 and Series 66 securities licenses and is registered in Arizona, California, Colorado, Florida, Massachusetts, Michigan, Minnesota, Missouri, Nevada, North Carolina, and Wisconsin. Andrew has a strong focus on working with individuals, corporations, businesses, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
10/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (St. Louis Park MN)
MN
03/20/2020 - 10/13/2020
INFINEX INVESTMENTS, INC. (Minneapolis MN)
IL
10/16/2019 - 12/31/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
MN
08/01/2012 - 11/22/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (Minneapolis MN)
MN
02/25/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (EDEN PRAIRIE MN)
MN
03/15/2006 - 02/16/2010
WELLS FARGO INVESTMENTS, LLC (SAINT CLOUD MN)
BOTH
Issued 08/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Jankowiak is the right advisor for you? Invested Better is here to help.