Unclaimed
John Andruska is a financial advisor with Peak American Investment Advisors, Inc. based in Plano, Texas. John has been in the financial services industry since 1978 and has experience in providing investment advice to individuals and high-net-worth clients. John is also a registered investment advisor in California. John is a client-focused advisor committed to building long-term relationships with clients.
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.
Helps you choose top advisors aligned with your financial goals.
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
TX
01/01/2025 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
TX
07/05/2016 - 08/02/2019
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
TX
08/03/2009 - 11/06/2014
PURITAN BROKERAGE SERVICES, INC. (PLANO TX)
NA
07/15/1991 - 12/17/1991
INTERSECURITIES, INC.
NA
09/24/1987 - 07/15/1991
FEDERATION FOR FINANCIAL INDEPENDENCE
NA
12/20/1978 - 03/23/1982
TRAVELERS EQUITIES SALES, INC.
BC
Issued 08/10/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1978
Series 1 - Registered Representative Examination
BC
Issued 08/18/1978
Series 2 - Non-Member General Securities Examination
Active
Inactive
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