Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Warren Rifkin is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in Garden City, NY. Andrew has over 40 years of experience in the financial services industry. Andrew's previous employers include Ryan Beck & Co., Gruntal & Co., L.L.C., and David Lerner Associates, Inc. Andrew holds FINRA Series 7, 52, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Andrew also holds the designation of a Certified Financial Planner. Andrew is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the National Association of Personal Financial Advisors (NAPFA). Andrew offers a variety of financial services, including investment advice, financial planning, and retirement planning. Andrew specializes in providing financial advice to individuals, families, and businesses. Andrew is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (UNIONDALE NY)
NY
04/02/2001 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
04/09/1979 - 04/27/2001
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 04/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Rifkin is the right advisor for you? Invested Better is here to help.
