Unclaimed
Andrew Eskelsen is a registered Investment Advisor Representative with D'orazio & Associates, Inc. He is a Chartered Financial Analyst. Andrew has been in the industry since 2011. Prior to joining D'orazio & Associates, Inc., Andrew was a Registered Representative with Compass Point Research & Trading, LLC. Andrew also worked for Booz Allen Hamilton, in Washington, DC. Andrew Eskelsen specializes in Financial Planning and Portfolio Management for individuals.
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.
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.
Percentage of retirement plan consulting assets
1
2
VA
10/20/2020 - Present
D'orazio & Associates, Inc. (FALLS CHURCH VA)
DC
11/04/2014 - 11/01/2018
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
MD
10/24/2011 - 03/30/2012
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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