Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Schmitmeyer is a financial advisor registered with LPL Financial LLC. Andrew has been in the industry since 2006 and has a Series 7, Series 31, and Series 66 licenses. Previously, Andrew has been registered with CETERA INVESTMENT SERVICES LLC, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., NATCITY INVESTMENTS, INC., and AXA ADVISORS, LLC. Andrew currently works in MINSTER, OH with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
OH
12/07/2017 - Present
LPL Financial LLC (MINSTER OH)
OH
04/09/2014 - 12/07/2017
CETERA INVESTMENT SERVICES LLC (MINSTER OH)
OH
06/01/2009 - 04/11/2014
MORGAN STANLEY (COLUMBUS OH)
OH
12/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
09/14/2006 - 11/30/2007
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
NY
01/20/2006 - 03/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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