Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Degroat is a financial advisor who provides wealth management services through Global Retirement Partners LLC. Andrew has over 30 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission (SEC) since 1990. Andrew is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 6, 7, 24, and 63, as well as the Series 65 Investment Adviser Representative license. Andrew has provided advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Andrew’s firm, Global Retirement Partners LLC, is a Registered Investment Advisor firm that specializes in retirement planning, investment management, and financial planning. Global Retirement Partners LLC is headquartered in San Rafael, California and has approximately 161 clients.
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.
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.
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2
PA
06/03/2021 - Present
Global Retirement Partners LLC (Fort Washington PA)
PA
01/05/2009 - 11/30/2010
NRP FINANCIAL, INC. (FT WASHINGTON PA)
PA
07/01/2004 - 02/03/2009
NFP SECURITIES, INC. (HORSHAM PA)
PA
07/23/1999 - 06/30/2004
WHARTON EQUITY CORPORATION (WAYNE PA)
MA
12/15/1995 - 07/19/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
03/18/1991 - 12/15/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/05/1990 - 02/19/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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