Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Koskie is a financial advisor who has been in the industry since June 6, 2001. Andrew has been registered with Avantax Advisory Services, Cetera Investment Advisers LLC and Avantax Planning Partners, Inc.. Andrew is a registered representative and investment advisor representative. He is licensed to sell securities in Minnesota. Andrew has experience with clients ranging from high-net-worth individuals and businesses to corporations and individuals. Andrew provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
07/05/2024 - Present
Avantax Advisory Services (FOREST LAKE MN)
MN
02/06/2006 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
03/15/2007 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
12/06/2002 - 11/22/2006
WORTHMARK ALLIANCE VIII, LLC (ST. PAUL MN)
MN
06/07/2001 - 03/31/2006
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
PA
10/28/2002 - 08/23/2005
SUBURBAN FINANCIAL SERVICES, LLC (HUNTINGTON VALLEY PA)
MN
06/07/2001 - 11/10/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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