Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cornell is a financial advisor with Wellington Wealth Strategies, LLC, and The Wellington GRP LLC. Andrew has been in the industry since 2001 and has a strong track record of success. Andrew is a Certified Financial Planner and is committed to providing clients with comprehensive financial planning and investment management services. Andrew's clients include individuals, families, and businesses. Andrew is dedicated to helping clients achieve their financial goals and has a proven track record of success. Andrew has offices in Indianapolis, IN.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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IN
01/06/2025 - Present
Wellington Wealth Strategies, LLC (INDIANAPOLIS IN)
IN
02/21/2014 - 08/11/2023
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
02/13/2001 - 02/25/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
CA
08/06/1998 - 01/18/2001
PAMPEL SECURITIES, INC. (NEWPORT BEACH CA)
CA
10/08/1996 - 03/12/1998
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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