Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andriy? Claim Your ProfileAndriy Shepeta is a financial professional with over 10 years of experience in the industry. Andriy is currently registered with Osaic Wealth, Inc. as an Investment Advisor Representative in New Jersey and New York. Prior to joining Osaic Wealth, Inc., Andriy worked at Whitemarsh Capital Advisors and Hallmark Investments, Inc. Andriy is also a licensed tax preparer and provides business consulting services. Andriy specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Andriy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
11/04/2013 - 10/28/2019
WHITEMARSH CAPITAL ADVISORS (MARLTON NJ)
NY
05/27/2015 - 03/30/2017
HALLMARK INVESTMENTS, INC. (NEW CITY NY)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andriy Shepeta is the right advisor for you? Invested Better is here to help.
