Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Vanburen is a financial advisor with Cbiz Investment Advisory Services, LLC. Andrew has been in the financial services industry since 1993 and has experience working with individuals, corporations, and other institutions. Andrew has been registered with the state of Pennsylvania since 2019.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
OH
09/30/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
PA
04/08/2005 - 12/31/2021
CBIZ FINANCIAL SOLUTIONS, INC. (PLYMOUTH MEETING PA)
TX
10/09/1997 - 04/01/2005
NFP SECURITIES, INC. (AUSTIN TX)
MN
06/11/1993 - 10/21/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
03/26/1993 - 05/25/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Andrew Vanburen is the right advisor for you? Invested Better is here to help.
