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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Casertano is an Investment Advisor Representative at Cetera Investment Advisers LLC, a registered investment advisor. Andrew has been in the financial services industry since 2017. Andrew holds the Series 6, 7, 63 and 65 securities licenses, and the SIE exam. Andrew has a diverse work history in the financial services sector, having worked for multiple firms before joining Cetera Investment Advisers. Andrew has experience in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses. Andrew is committed to providing personalized financial advice that meets the unique needs of each client.
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
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
09/28/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
08/28/2019 - 11/04/2020
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
01/29/2016 - 03/24/2017
PFS INVESTMENTS INC. (GAITHERSBURG MD)
MD
01/08/2015 - 12/31/2015
PFS INVESTMENTS INC. (GAITHERSBURG MD)
MD
09/24/2014 - 12/31/2014
PFS INVESTMENTS INC. (GAITHERSBURG MD)
MD
10/10/2013 - 03/14/2014
PFS INVESTMENTS INC. (GAITHERSBURG MD)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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