Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Pimentel is a financial advisor who has been in the industry since 2007. Pimentel is registered with Kovack Advisors, Inc. and is currently licensed in Florida and Texas. Andres has several years of experience in the financial industry, with previous roles at Citigroup Global Markets Inc. and SunTrust Investment Services, Inc. Pimentel holds the Series 7, 26, and 66 licenses as well as the SIE exam. Andres is also a Certified Financial Planner. Pimentel primarily works with high-net-worth individuals, corporations, and individuals other than high-net-worth, providing financial planning, portfolio management, and selection of other advisors.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
08/11/2020 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
07/11/2017 - 08/05/2020
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/24/2007 - 07/11/2017
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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