Unclaimed
Andrew Curtis Tegeler is a financial advisor at Goldman Sachs & Co. LLC, with over 20 years of experience in the industry. Andrew has previously worked with Royal Alliance Associates, Inc. and BMO Capital Markets Corp., where he gained valuable experience in the financial services industry. Andrew is dedicated to providing comprehensive financial advice and helping clients reach their financial goals. He is licensed to provide financial services in all 50 states and holds several industry certifications, including Series 3, SIE, and Series 7. Andrew is committed to building lasting relationships with clients and providing them with the support and guidance they need to make informed financial decisions.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
PA
05/04/2021 - Present
Goldman Sachs & Co. LLC (PHILADELPHIA PA)
PA
05/19/2020 - 02/01/2021
ROYAL ALLIANCE ASSOCIATES, INC. (YARDLEY PA)
NY
10/10/2017 - 10/23/2018
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BOTH
Issued 08/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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