Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zittell is a financial advisor with over 30 years of experience in the financial services industry. Andrew has a strong track record of providing comprehensive financial planning and investment advisory services to individuals, families, businesses, and retirement plans. Andrew currently works with THE Wealth Consulting Group, an independent investment advisor firm, where Andrew provides a variety of financial services including financial planning, retirement planning, and investment management. Andrew is also a registered representative with LPL Financial. Andrew is committed to providing his clients with personalized service and objective advice.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
02/22/2021 - Present
THE Wealth Consulting Group (San Rafael CA)
CT
11/17/1993 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
07/10/1991 - 11/18/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/23/1989 - 07/15/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NJ
09/19/1988 - 04/08/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
09/19/1988 - 04/08/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 05/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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