Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Croman is a financial advisor with over 16 years of experience in the industry. Andrew is currently registered with The Huntington Investment Co. Andrew has held previous positions with J.P. Morgan Securities LLC, PNC Investments, and U.S. Bancorp Investments, Inc.. Andrew holds Series 6, 7, 63, and 65 securities licenses. Andrew is licensed in 28 states and specializes in Portfolio Management for Individuals and Businesses. Andrew has a history of working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/14/2025 - Present
THE Huntington Investment Co. (Dublin OH)
OH
10/02/2018 - 05/06/2023
J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)
OH
03/15/2016 - 09/14/2018
PNC INVESTMENTS (MARION OH)
OH
01/20/2015 - 03/02/2016
U.S. BANCORP INVESTMENTS, INC. (BELLVILLE OH)
OH
11/15/2012 - 01/14/2015
PNC INVESTMENTS (MARION OH)
OH
10/01/2012 - 10/19/2012
J.P. MORGAN SECURITIES LLC (MARION OH)
OH
11/01/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARION OH)
BC
Issued 04/05/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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