Unclaimed
Andrew Minker has been in the financial industry since January 21, 1998. Andrew is currently registered with Equitable Advisors, LLC and has previously worked for IDS LIFE INSURANCE COMPANY. Andrew is a registered representative with FINRA and has Series 7, 63 and SIE licenses. Andrew is also an Investment Advisor Representative (IAR) and holds a Series 65 license. Andrew specializes in providing financial advice and planning, as well as portfolio management for individuals and businesses. Andrew holds his license in Arizona, California, Florida, Hawaii, Michigan, Missouri, Nevada, Tennessee, Texas, and Washington.
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.
A percentage of the total value of assets under management is charged.
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CA
10/10/2024 - Present
Equitable Advisors, LLC (CAMPBELL CA)
MN
01/22/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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