Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Elsoffer is an Investment Advisor Representative with International Assets Investment Management, LLC, located in Orlando, Florida. Andrew has over 25 years of experience in the financial services industry. Andrew holds the Series 7, Series 63 and Series 65 licenses as well as the Securities Industry Essentials Examination (SIE). Andrew previously worked for Stifel, Nicolaus & Company, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pepper Pike, Ohio. Andrew specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Andrew is also a varsity soccer coach at Shaker Heights High School in Shaker Heights, Ohio and a member/owner of ABE Wealth Management, 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.
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
FL
12/21/2018 - Present
International Assets Investment Management, LLC (ORLANDO FL)
OH
11/21/2011 - 11/01/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PEPPER PIKE OH)
OH
03/16/1995 - 11/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
IA
Issued 04/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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