Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lenich is a financial advisor with Cambridge Investment Research Advisors, Inc. Andrew has been in the financial services industry since March 16, 2002. Andrew has a strong track record of providing financial advice to individuals, families, and businesses. Andrew is committed to helping clients achieve their financial goals. Andrew holds the Series 7, Series 9, Series 10, Series 63 and Series 66 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
02/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (Bethesda MD)
MD
10/17/2007 - 11/21/2011
PRIME CAPITAL SERVICES, INC. (BETHESDA MD)
MD
09/29/2005 - 04/04/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (BETHESDA MD)
MN
10/16/2003 - 06/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/2003 - 06/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/17/2000 - 06/07/2002
QUICK & REILLY, INC. (NEW YORK NY)
TX
03/19/1998 - 11/16/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
09/18/1997 - 03/20/1998
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
02/21/1997 - 05/02/1997
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
04/02/1996 - 12/02/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NA
02/09/1996 - 03/26/1996
MONITOR INVESTMENT GROUP, INC.
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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