Unclaimed
Andrew Schoch has been in the financial services industry since February 2000 and is currently registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. in Ohio. Andrew is also registered in Florida. He has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Andrew is dedicated to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/01/2019 - Present
Cambridge Investment Research Advisors, Inc. (Bucyrus OH)
OH
08/01/2008 - 10/08/2019
NATIONWIDE SECURITIES, LLC (BUCYRUS OH)
OH
06/04/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (BUCYRUS OH)
OH
11/25/2002 - 08/29/2007
NATIONWIDE SECURITIES, INC. (BUCYRUS OH)
OH
12/14/2000 - 11/22/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/28/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 12/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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