Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrius? Claim Your ProfileAndrius Jurkunas is a financial advisor with over 20 years of experience in the financial services industry. Andrius has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fifth Third Securities, Inc. and Citizens Securities, Inc.. Currently, Andrius is registered with Ameriprise Financial Services, LLC in Massachusetts, New Jersey, and Texas. Andrius holds the Series 7, Series 24, Series 63, Series 65, and Series 66 licenses. Andrius specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Asset allocation services
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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2
MA
01/24/2023 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
05/15/2003 - 01/20/2023
CITIZENS SECURITIES, INC. (BROOKLINE MA)
NY
06/20/2001 - 05/15/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
12/20/2000 - 08/20/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 02/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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