Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zoltan Lapsley is a Registered Representative and Investment Advisor Representative at Chickasaw Capital Management, LLC. Andrew has been in the financial industry since 2005. Andrew has been registered with Chickasaw Capital Management, LLC since 2018. Andrew is also registered in 51 states as a broker. Previously, Andrew was registered with Goldman Sachs & Co. LLC from 2005 to 2018. Andrew holds the Series 66, Series 7, and Series 24 licenses. Andrew also holds the Chartered Financial Analyst designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TN
09/26/2018 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
IL
04/14/2005 - 09/28/2018
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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