Unclaimed
Andy Rampersaud is a financial advisor registered with LPL Financial LLC and has been in the industry since May 21, 2000. Andy has experience with Securities America, Inc., Investcorp, Inc., Cambridge Investment Research, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, TD Waterhouse Investor Services, Inc., and Continental Broker-Dealer Corp. Andy is licensed in Arizona, California, Connecticut, Florida, Georgia, Massachusetts, Ohio, Pennsylvania, South Carolina, and Texas. Andy specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/01/2022 - Present
LPL Financial LLC (Oviedo FL)
FL
07/17/2020 - 09/12/2022
SECURITIES AMERICA, INC. (Oviedo FL)
FL
06/27/2014 - 07/17/2020
INVESTACORP, INC. (Oviedo FL)
FL
05/20/2010 - 07/14/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVIEDO FL)
FL
05/02/2002 - 05/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
05/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
09/20/2000 - 09/28/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/20/1999 - 11/13/2000
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 06/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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