Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Seitz is a financial advisor with over 8 years of experience in the financial services industry. Andrew currently works with LPL Financial LLC and is registered in Kentucky, Ohio, Indiana, Kansas, and Florida. Prior to joining LPL Financial LLC, Andrew worked at The Huntington Investment Company and Fidelity Brokerage Services LLC. Andrew holds Series 63, 65, and 7 licenses, along with the SIE exam. Andrew has experience with various investment strategies and specializes in portfolio management for individuals and businesses, 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.
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
KY
03/31/2023 - Present
LPL Financial LLC (CRESTVIEW HILLS KY)
KY
08/06/2018 - 04/03/2023
THE HUNTINGTON INVESTMENT COMPANY (EDGEWOOD KY)
KY
07/06/2015 - 07/17/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 12/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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