Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Perlin is a financial advisor registered in Delaware, District of Columbia, Maryland and Virginia. Andrew is currently employed by Cambridge Investment Research, Inc. Andrew has been in the financial services industry since 2010. Andrew holds the Series 6, Series 63 and SIE licenses and is registered with FINRA. Andrew has worked at Allstate Financial Services, LLC and NYLIFE Securities Inc. in the past.
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.
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.
1
2
MD
06/28/2023 - Present
Cambridge Investment Research, Inc. (Laurel MD)
MD
11/20/2015 - 04/03/2023
ALLSTATE FINANCIAL SERVICES, LLC (Columbia MD)
NY
08/12/1994 - 01/11/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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