Unclaimed
Andrew Gifford is a financial advisor with Cetera Investment Advisers LLC. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the industry since 2008. Andrew holds FINRA Series 7 and 66 licenses. Andrew is registered with Cetera Investment Advisers LLC in Minnesota and Texas. Andrew is also registered in 20 other states. Andrew has experience with Securian Financial Services, Inc. and CRI Securities, LLC. Andrew is also an Agent/Broker for Guardian Insurance and an Advisory Board member for Gifford Financial.
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.
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.
1
2
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (Ocoee FL)
MN
05/26/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/26/2008 - 10/21/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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