Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Covic is a financial advisor affiliated with Cuso Financial Services, LP. Andrew has over 2 years of experience in the financial services industry. Andrew has passed the Series 63, Series 66, and Series 7TO exams as well as the SIE exam. Andrew has been registered with the State of Michigan as a Registered Representative and Investment Advisor Representative. Andrew has previous experience with Equitable Advisors, LLC and J.P. Morgan Securities 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.
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
MI
11/20/2023 - Present
Cuso Financial Services, LP (STERLING HEIGHTS MI)
MI
07/19/2023 - 11/14/2023
EQUITABLE ADVISORS, LLC (TROY MI)
MI
09/20/2022 - 07/05/2023
J.P. MORGAN SECURITIES LLC (AUBURN HILLS MI)
BOTH
Issued 10/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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