Unclaimed
Andrew Strobert is a registered representative with Amundi Asset Management US, Inc. in Boston, MA. Andrew has been in the securities industry since January 2006. Andrew has passed the Series 6, Series 7, Series 63, and Series 66 exams. Andrew has been associated with Amundi Asset Management US, Inc. since December 2020. Andrew was previously associated with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Andrew is registered with the state of Massachusetts. Andrew specializes in the following areas: investment advisory services, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/15/2020 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
01/01/2006 - 05/07/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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