Unclaimed
Andrew Todd Ashkenazy is a Registered Representative of Lifemark Securities Corp. Andrew is currently licensed in New Jersey and New York. Andrew has been in the securities industry since 2011. He is licensed to provide securities and investment advisory services to individuals. In addition to his role at Lifemark Securities Corp., Andrew also works as an Independent Insurance Agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
03/23/2022 - Present
Lifemark Securities Corp. (OCEANSIDE NY)
NY
03/25/2017 - 12/31/2021
MML INVESTORS SERVICES, LLC (EAST HILLS NY)
NY
11/20/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
10/08/2010 - 10/15/2010
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Ashkenazy is the right advisor for you? Invested Better is here to help.