Andrew Dziedzic (CRD# 4843929) is an Investment Advisor Representative working at Prepared Retirement Institute LLC in Lansdale, PA and has over 19 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prepared Retirement Institute | Montgomeryville, PA | Dec 2023 - Current | < 1 |
| Prepared Retirement Institute LLC | Lansdale, PA | May 2020 - Current | 3 |
| Geneos Wealth Management | Montgomeryville, PA | Mar 2013 - Current | 11 |
| Financial Strategies Advisory | Montgomeryville, PA | Mar 2013 - Dec 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management281MILLIONS
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Total Number of Accounts351ACCOUNTS
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Average Account Value$800,514
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NJ, PA, TX, VA
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