Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Clifford Squire Parrott is a financial advisor who has been in the industry since March 30, 2016. Andrew is a registered representative of Cetera Investment Advisers LLC and has a Series 66 license. Andrew has been a registered representative of Edward Jones in the past. Andrew also works as a financial professional for Clifford Square Wealth Advisors, which is a DBA for financial services. Andrew has experience in financial planning, pension consulting, and educational seminars. Andrew specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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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CA
03/13/2024 - Present
Cetera Investment Advisers LLC (WALNUT CREEK CA)
CA
03/31/2016 - 01/11/2021
EDWARD JONES (WALNUT CREEK CA)
BOTH
Issued 4/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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