Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Addison White is a financial advisor with over 10 years of experience in the industry. Andrew currently holds a Series 6, Series 7, Series 63, and Series 65 license and is registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Andrew has previously worked with Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services, LLC. Andrew specializes in helping individuals and families with financial planning, portfolio management, and investment advice. He has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Andrew is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
01/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
01/26/2017 - 01/05/2024
MML INVESTORS SERVICES, LLC (Atlanta GA)
GA
07/03/2013 - 10/26/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 03/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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