Unclaimed
Andrew John Coupe is a financial professional with Northern Trust Securities, Inc. Andrew has been active in the financial industry for over 2 years. Andrew has been registered as an investment professional for over 1 year and holds Series 7TO, Series 63, and SIE licenses. Andrew is registered to offer securities in 51 states. Andrew's previous experience includes Foreside Financial Services, LLC, in Portland, ME. Andrew is a member of the Financial Industry Regulatory Authority (FINRA). Andrew specializes in portfolio management for individuals and businesses. Andrew's clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and partnerships.
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.
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.
1
2
CT
05/24/2023 - Present
Northern Trust Securities, Inc. (STAMFORD CT)
ME
02/23/2023 - 04/17/2023
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
BC
Issued 11/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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