Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ingeme is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Andrew has been in the industry since 2017. Andrew is registered with the state of Massachusetts. Andrew obtained their Series 63 license in 2022 and their Series 65 license in 2023. Andrew also obtained their Series 6TO license in 2022 and their SIE license in 2022. Andrew specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
MA
09/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fairhaven MA)
IA
Issued 09/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrew Ingeme is the right advisor for you? Invested Better is here to help.
