Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Austin Sirvis is a financial professional with over 18 years of experience in the financial services industry. Andrew is a Registered Representative with Cetera Investment Advisers LLC, where he specializes in providing comprehensive financial planning, portfolio management, and investment advice to individuals, families, and businesses. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional, He holds licenses in multiple states and has a proven track record of helping clients achieve their financial goals. Andrew has previously worked with National Securities Corporation, Brookstreet Securities Corporation, Great Eastern Securities, Inc. and Gunnallen Financial, Inc. In addition to his work as a financial advisor, Andrew is also an insurance agent. Andrew is committed to providing his clients with personalized service and a tailored approach to meeting their financial 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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (LONG BEACH NY)
NY
07/10/2007 - 10/22/2019
NATIONAL SECURITIES CORPORATION (MILLER PLACE NY)
NY
01/26/2007 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (MILLER PLACE NY)
NY
03/14/2006 - 01/19/2007
GREAT EASTERN SECURITIES, INC. (SYOSSET NY)
NY
08/03/2005 - 03/22/2006
GUNNALLEN FINANCIAL, INC (HAUPPAUGE NY)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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