Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hackett is a financial advisor with over 6 years of experience in the industry. Andrew has worked with The Colony Group, LLC since July 2022. Andrew has a strong track record of success in providing financial advice to individuals and families. Andrew is committed to providing personalized financial advice and helping clients achieve their financial goals.
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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2
FL
12/06/2022 - Present
THE Colony Group, LLC (Boca Ra FL)
FL
08/26/2019 - 06/09/2020
ADVISORS ASSET MANAGEMENT, INC. (Boca Raton FL)
OH
07/12/2017 - 07/16/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
PA
07/25/2016 - 07/13/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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