Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Eldredge is a financial professional with over 13 years of experience in the financial services industry. Andrew has held positions at several firms including GWFS Equities, Inc., Lincoln Financial Advisors Corporation, Putnam Retail Management Limited Partnership, and Newport Group Securities, Inc. Andrew is currently registered with Fidelity Brokerage Services LLC in Covington, Kentucky. Andrew holds FINRA Series 6, 26, and 63 licenses. Andrew has a proven track record of success in providing financial advice to clients.
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.
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.
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2
KY
06/15/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
CO
03/03/2016 - 12/14/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IN
07/20/2012 - 11/03/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
12/13/2010 - 06/25/2012
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
FL
09/05/2008 - 12/03/2010
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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