Unclaimed
Andrew Callicutt is a financial advisor with Cetera Investment Advisers LLC in Schaumburg, Illinois. Andrew has been in the industry since 2014. Andrew is registered with FINRA and has passed the Series 7, Series 52TO, Series 66 and SIE exams. Cetera Investment Advisers LLC is a registered investment advisor firm that provides financial planning and investment management services to individuals and businesses. The firm is headquartered in Schaumburg, Illinois and has offices in several states across the country.
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
IL
02/02/2024 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
05/20/2014 - 09/11/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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