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Andre Walter Korogodon

Cambridge Investment Research Advisors, Inc.

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About Andre Walter Korogodon

Andre Korogodon is an active financial advisor with over 37 years of experience in the industry. Andre currently works as a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. based in Ridgewood, NJ. Andre is registered to provide financial advice in 20 states. Andre has a strong background in the financial industry, having worked for a number of other firms in the past including Cantella & CO., INC., A.J. MICHAELS & CO., LTD., TITAN/VALUE EQUITIES GROUP, INC., JONATHAN ALAN & CO., INC., and FIRST INVESTORS CORPORATION. Andre is licensed with Series 7, 6, 22, 24, 63, 66, 86, 87 and SIE exams. Andre is dedicated to providing his clients with comprehensive financial advice and services.

Firm Information

Andre Korogodon is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Andre Korogodon’s Registration & Firm History

NJ

02/05/2024 - Present

Cambridge Investment Research Advisors, Inc. (Ridgewood NJ)

NJ

06/12/1998 - 12/09/2022

CANTELLA & CO., INC. (Ridgewood NJ)

NY

12/12/1991 - 06/01/1998

A.J. MICHAELS & CO., LTD. (HAUPPAUGE NY)

CA

05/18/1990 - 11/21/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

08/12/1987 - 05/18/1990

JONATHAN ALAN & CO., INC.

NA

04/10/1985 - 08/31/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 01/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/21/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/09/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andre Walter Korogodon. Review regulatory record here.
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