Andrew Kalinowski (CRD# 263409) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 41 years of experience in the finance industry. Andrew Kalinowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2186053
Cadaret Grant & Co Inc.
CRD# 2574827
Brighton Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Rochester, NY | Sep 2020 - Current | 3 |
| Lifemark Securities Corp. | Rochester, NY | Jan 1985 - Current | 39 |
| Upstate Special Rick Services Inc. | Rochester, NY | Sep 1974 - Sep 2020 | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1982 |
- NY
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
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