Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Redhead is an investment advisor representative who has been working in the industry since 2020. Andrew holds a Series 63, Series 66, and Series 7 licenses, and has experience working with both individuals and institutions. Andrew is currently registered with Kovitz Investment Group Partners, LLC in Connecticut. Previously, Andrew worked with UBS Financial Services Inc. in New York and Northwestern Mutual Investment Services, LLC in Iowa.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
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 share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CT
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Greenwich CT)
NY
04/20/2022 - 05/25/2023
UBS FINANCIAL SERVICES INC. (White Plains NY)
IA
02/03/2020 - 11/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORALVILLE IA)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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