Unclaimed
Andrew Cecil is a financial advisor at LPL Financial LLC in Westminster, MD. Andrew has been working in the financial industry since July 2017 and is registered as a Broker and Investment Advisor. Andrew holds the Series 6, 7, 63, and 65 licenses. Andrew also holds the SIE exam. Andrew is also a Certified Financial Planner. Andrew works with a variety of clients including individuals, businesses, and retirement plans. Andrew provides services including financial planning, portfolio management, and educational seminars. Andrew has over $463 billion in assets under management at LPL Financial 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/28/2020 - Present
LPL Financial LLC (WESTMINSTER MD)
MD
07/06/2017 - 06/01/2020
EQUITY SERVICES, INC. (TIMONIUM MD)
BC
Issued 11/21/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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