Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Allen is a financial professional with over 10 years of experience in the industry. Andrew currently works with Cetera Investment Advisers LLC, providing financial services to clients. Before joining Cetera, Andrew worked with J.P. MORGAN SECURITIES LLC and THE BAKER GROUP, LP. Andrew is a Series 7, Series 66, and SIE licensed professional, and holds a combined state law license. Andrew has experience in providing financial planning, pension consulting, educational seminars, and portfolio management services to businesses and individuals. Andrew's other businesses include Burrows Capital Advisors, LLC, and Burrows Business Services, LLC.
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.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (WEBSTER TX)
OK
02/20/2019 - 12/11/2019
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
01/13/2017 - 11/06/2018
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
07/22/2016 - 09/01/2016
THE BAKER GROUP, LP (OKLAHOMA CITY OK)
BOTH
Issued 11/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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