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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Devon Stein is an investment advisor representative with Summit Financial, LLC. Andrew has been in the industry since September 2021, and is registered with the state of Pennsylvania. Andrew previously worked at LPL Financial LLC. Andrew has a Series 63, Series 65, and Series 7TO licenses. Andrew holds a SIE license as well. Andrew specializes in providing investment advice and financial planning for individuals, businesses, and charitable organizations. Andrew is committed to providing personalized financial advice to help clients achieve their financial goals. Summit Financial, LLC is an investment advisory firm that offers a wide range of financial services, including investment management, financial planning, and retirement planning. Summit Financial, LLC is committed to providing clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
07/03/2024 - Present
Summit Financial, LLC (HARLEYSVILLE PA)
PA
09/24/2021 - 11/30/2023
LPL FINANCIAL LLC (HARLEYSVILLE PA)
IA
Issued 02/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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