Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew MacLeod is an experienced financial professional with a strong track record in the industry. Andrew is currently registered with Citizens Securities, Inc. in Johnston, RI. Prior to joining Citizens Securities, Inc., Andrew has worked with several firms including Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, and Cetera Investment Services LLC. Andrew holds Series 4, 6, 7, 24, and 63 licenses and has demonstrated expertise in providing financial planning, portfolio management services to both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
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RI
09/27/2022 - Present
Citizens Securities, Inc. (JOHNSTON RI)
CA
06/10/2021 - 09/27/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/27/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/27/2022
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
06/09/2021 - 09/27/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CT
02/27/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
07/31/2009 - 12/03/2012
DIRECTED SERVICES LLC (WINDSOR CT)
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2018
Series 4 - Registered Options Principal Examination
BC
Issued 03/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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