Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Waite is a financial advisor with The Colony Group, LLC, a firm based in Boston, Massachusetts. Andrew is a Certified Financial Planner and has over 20 years of experience in the financial services industry. Andrew has previously worked for LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. in Lincoln, Nebraska. Andrew has a broad range of experience and is able to provide financial advice and services to a variety of clients, including individuals, families, businesses, and institutions. Andrew specializes in providing financial planning, portfolio management, retirement planning, and estate planning services.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NE
07/01/2024 - Present
THE Colony Group, LLC (LINCOLN NE)
NE
06/10/2014 - 01/11/2017
LPL FINANCIAL LLC (LINCOLN NE)
NE
08/09/2000 - 06/20/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LINCOLN NE)
MN
08/09/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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