Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Roselli is a registered representative and investment advisor representative with MML Investors Services, LLC, based in Shelton, Connecticut. Andrew has been in the securities industry since April 26, 2006. Andrew has a Series 7 and Series 66 license, and a SIE license. Andrew has worked for several financial institutions, including UBS Financial Services Inc., Morgan Stanley, MSI Financial Services, Inc., MetLife Securities, and MassMutual Life Insurance Company. Andrew is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Vermont. Andrew offers investment advisory services, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Andrew also provides portfolio management for businesses and individuals. Andrew is also a volunteer at a local high school and an independent 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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
01/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
11/21/2012 - 01/28/2015
MORGAN STANLEY (WESTPORT CT)
CT
04/27/2006 - 11/29/2012
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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