Unclaimed
Andrew Leyens is a financial professional with over 30 years of experience in the financial services industry. Andrew Leyens is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with a number of other firms. Andrew Leyens is a Chartered Financial Consultant and holds licenses to sell securities in several states including Florida, Louisiana, New Jersey, New York, and Pennsylvania. Andrew Leyens provides financial planning and investment advice to individuals and businesses.
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
PA
07/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Fort Washington PA)
PA
01/16/2004 - 03/01/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
CA
11/13/2001 - 11/19/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
01/08/2001 - 11/08/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
FL
12/07/1999 - 12/19/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
03/21/1991 - 12/07/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/21/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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