Andrew Lichaj (CRD# 6693792) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lemont, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Apr 2023 - Current | 1 |
Kovitz | Chicago, IL | Apr 2022 - Apr 2023 | 1 |
Stifel Nicolaus & Co Inc. | Chicago, IL | Mar 2021 - Apr 2022 | 1 |
Wells Fargo Clearing Services, LLC | Oak Brook, IL | Mar 2020 - Mar 2021 | 1 |
Thrivent Investment Management Inc. | Orland Park, IL | Apr 2019 - Mar 2020 | < 1 |
Thrivent Financial | Appleton, WI | Apr 2019 - Mar 2020 | < 1 |
Massachusetts Mutual Life Insurance Company | Downers Grove, IL | Apr 2017 - Mar 2019 | 1 |
Mml Investors Services, LLC | Downers Grove, IL | Apr 2017 - Mar 2019 | 1 |
Self Employeed | Downers Grove, IL | Jan 2017 - Apr 2017 | < 1 |
South Chicago Marketing | Joliet, IL | Oct 2016 - Dec 2016 | < 1 |
Foresters Financial Services | Lombard, IL | Aug 2016 - Oct 2016 | < 1 |
Self Employeed | Naperville, IL | May 2016 - Aug 2016 | < 1 |
Ajax Fc | Naperville, IL | Aug 2011 - May 2016 | 4 |
Dominican University | Oakpark River Forest, IL | Aug 2015 - Dec 2015 | < 1 |
Little Kickers (just For Kicks) | Plainfield, IL | Mar 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
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- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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