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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 Mongeon is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since 2000. Andrew has been with Cetera Investment Advisers LLC since 2024 and has a history of working for firms including MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and Investment Centers of America, Inc. Andrew is a registered investment advisor in North Dakota and Texas and holds the Series 7 and Series 66 licenses. Andrew provides financial planning, pension consulting, and portfolio management for both individuals and businesses. Andrew has also been a registered representative with Principal Life Insurance Company and Princor Financial Services Corporation since 2014.
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
ND
10/17/2024 - Present
Cetera Investment Advisers LLC (Bismarck ND)
ND
12/05/2005 - 08/11/2014
METLIFE SECURITIES INC. (BISMARCK ND)
MN
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MN)
NJ
08/17/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
WI
05/09/2000 - 08/08/2001
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 06/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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