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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 John Court is a financial advisor with Legacy Wealth Management, Inc. based in CAPE CORAL, FL. Andrew is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT with over 30 years of experience in the financial services industry. Prior to joining Legacy Wealth Management, Inc. in 2020, Andrew worked with Gradient Securities, LLC. Andrew has a strong background in investment management, financial planning and insurance. Andrew currently holds FINRA Series 6, 7, 24, 51, and 63 licenses as well as insurance licenses. Andrew is active in the community and is committed to providing clients with personalized financial advice and solutions.
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.
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.
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FL
01/01/2025 - Present
Legacy Wealth Management, Inc. (CAPE CORAL FL)
FL
05/12/2017 - 12/31/2019
GRADIENT SECURITIES, LLC (CAPE CORAL FL)
WI
07/15/1988 - 01/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
MN
07/15/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/09/1988 - 07/25/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/09/1988 - 07/25/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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