Unclaimed
Andrew James McDowell is a financial advisor with Cetera Investment Advisers LLC. Andrew has been a financial advisor for over 7 years and has extensive experience providing investment advice and financial planning services to individuals and businesses. Andrew is licensed to sell securities in Alabama, Illinois, and Indiana, and also holds Series 66, Series 7, and SIE licenses. Andrew's specialties include retirement planning, college savings, and estate planning. In addition to his work with Cetera Investment Advisers LLC, Andrew also works as an insurance agent for various companies and is a registered representative for Central Illinois Group LLC DBA LifeWise Wealth Advisors.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (CHAMPAIGN IL)
IL
01/25/2016 - 02/20/2019
INVESTMENT PLANNERS, INC. (CHAMPAIGN IL)
BOTH
Issued 05/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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