Unclaimed
Andrew Gardner has over 17 years of experience in the financial services industry. Andrew is a registered investment advisor with Cetera Investment Advisers LLC and has served as a Vice President / Wealth Manager at Reliance Wealth Management. Andrew has a wide range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Andrew is committed to providing personalized financial advice and helping clients achieve their financial goals. Andrew is registered to offer investment advice in Connecticut and Texas.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (CROMWELL CT)
CT
07/03/2013 - 10/17/2014
PARK AVENUE SECURITIES LLC (MADISON CT)
CT
10/30/2012 - 05/28/2013
LPL FINANCIAL LLC (NEW HAVEN CT)
CT
11/29/2010 - 11/02/2012
MML INVESTORS SERVICES, LLC (FARMINGTON CT)
CT
06/26/2006 - 12/03/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
06/26/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 8/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 6/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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