Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cattano is a registered investment advisor representative with Occidental Asset Management, LLC. Andrew has been with Occidental Asset Management, LLC since August 2013. Prior to that, Andrew Cattano was with ACC Investment Management, INC. in Burlingame, CA. Andrew Cattano has been a registered investment advisor representative since September 6, 2013. Andrew holds the Series 7, Series 31, and Series 63 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/06/2013 - Present
Occidental Asset Management, LLC (BURLINGAME CA)
NY
10/28/1994 - 11/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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