Unclaimed
Andrew Minnich is a financial advisor currently registered with Commonwealth Financial Network. Andrew has been in the financial services industry since 2005. He has been registered with Commonwealth Financial Network since 2008. Prior to that, Andrew was registered with Cambridge Investment Research, Inc. Andrew is registered in 17 states including Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kentucky, Michigan, Missouri, New Mexico, Ohio, Tennessee, Texas, and Wisconsin. Andrew holds the Series 66, Series 24, and Series 7 licenses and the SIE exam. Andrew is also a licensed insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/05/2008 - Present
Commonwealth Financial Network (FORT WAYNE IN)
IN
09/23/2005 - 01/18/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT WAYNE IN)
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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