Unclaimed
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 a financial advisor at Cetera Investment Advisers LLC. Andrew has been in the financial industry since 2017. Andrew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Andrew offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Andrew is also registered with the state of Maryland as an Investment Advisor Representative. Andrew is dedicated to helping clients achieve their financial goals.
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 10/4/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/24/2017
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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