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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Schneider is a financial advisor registered with The Colony Group, LLC, where Andrew has been employed since July 2024. Andrew has also previously held positions at Buckingham Strategic Wealth, LLC., RJM Wealth Management Inc, Midland States Bank, Ozinga, and Olivet Nazarene University. Andrew holds a Series 7TO, Series 66 and SIE license, and is also a Certified Financial Planner. Andrew specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Andrew is based out of Boston, MA.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
IL
08/30/2019 - 06/11/2020
LASALLE ST SECURITIES, L.L.C. (FRANKFORT IL)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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