Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McDonnell is a financial advisor with over 20 years of experience in the industry. Andrew is a registered representative with Cetera Investment Advisers LLC and offers a variety of financial services including financial planning, portfolio management, and pension consulting. Andrew is also a licensed insurance agent with experience in various insurance products. Andrew has a strong background in the financial services industry and a passion for helping clients reach 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.
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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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (AVON OH)
OH
02/19/2014 - 06/25/2019
ONEAMERICA SECURITIES, INC. (WESTLAKE OH)
OH
09/15/2009 - 01/24/2014
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
09/16/2003 - 09/16/2009
AXA ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 04/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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