Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Liss is a financial professional with over 20 years of experience in the financial services industry. Andrew has a strong background in providing comprehensive financial planning and investment advisory services to individuals, families and businesses. Andrew is registered with Oneamerica Securities, Inc., and currently holds Series 7, 63, and 66 licenses. Andrew specializes in helping clients achieve their financial goals through tailored investment strategies. Andrew's dedication to client service and commitment to providing exceptional advice has earned him a reputation as a trusted advisor.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
RI
09/18/2020 - Present
Oneamerica Securities, Inc. (Providence RI)
RI
02/22/2018 - 09/10/2020
PARK AVENUE SECURITIES LLC (CRANSTON RI)
RI
08/19/2008 - 01/22/2018
SIGNATOR INVESTORS, INC. (WARWICK RI)
RI
04/29/2004 - 07/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CRANSTON RI)
MN
04/29/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/15/1990 - 05/18/1990
JOSEPHTHAL & CO., INCORPORATED
NA
03/22/1989 - 07/27/1989
LINSCO FINANCIAL GROUP, INC.
NA
06/22/1988 - 11/04/1988
MORGAN GLADSTONE & CO. INC.
NA
10/14/1988 - 11/02/1988
THE STUART-JAMES COMPANY, INCORPORATED
NA
09/15/1988 - 10/07/1988
WELLSHIRE SECURITIES, INC.
NA
06/22/1988 - 09/07/1988
DUNHILL INVESTMENTS LTD.
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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