Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Vincent Somerset is a registered investment advisor representative with Navy Federal Investment Services, LLC. Andre has been in the industry since February 2019 and has experience with Citigroup Global Markets Inc. Andre is licensed in both Virginia and Maryland. Andre holds the Series 7, Series 63, and Series 66 licenses and has completed the Securities Industry Essentials Examination (SIE). Andre focuses on portfolio management for both individuals and businesses, and has experience providing financial planning services. Andre is currently registered with Navy Federal Investment Services, LLC which is located in Vienna, Virginia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/15/2025 - Present
Navy Federal Investment Services, LLC (Vienna VA)
DC
02/08/2019 - 03/29/2023
CITIGROUP GLOBAL MARKETS INC. (Washington DC)
BOTH
Issued 12/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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