Unclaimed
Andrew Bryant Meinbresse is a financial advisor with Valic Financial Advisors, Inc. Andrew has been in the industry since 2005, has been registered with FINRA since 2005 and has a Series 66, Series 7, Series 24 and Series 51 license. Andrew is currently registered as a financial advisor in 51 states, and a registered investment advisor in 48 states. Andrew can provide financial planning and portfolio management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
NJ
02/02/2018 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
MD
05/23/2012 - 08/01/2014
NYLIFE SECURITIES LLC (COLUMBIA MD)
MD
04/27/2005 - 05/04/2012
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 05/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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