Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew G. Zale is a financial advisor registered with LPL Financial LLC in Troy, MI. Andrew has been in the financial industry since 2003 and holds a Series 66, Series 7 and Series 31 licenses. Andrew is also a Certified Financial Planner. Andrew has experience with a variety of clients including high-net-worth individuals, corporations, and retirement plans. Andrew is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/07/2016 - Present
LPL Financial LLC (TROY MI)
MI
10/23/2003 - 12/20/2010
ROBERT W. BAIRD & CO. INCORPORATED (BIRMINGHAM MI)
BOTH
Issued 11/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Zale is the right advisor for you? Invested Better is here to help.
