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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 Manes is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Andrew has been in the financial services industry for over 22 years. Andrew is licensed in multiple states and has a strong track record of helping clients achieve their financial goals. Andrew is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money. Andrew has experience in financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
08/30/2019 - Present
Cambridge Investment Research Advisors, Inc. (Warsaw IN)
IN
04/06/2011 - 07/15/2019
LPL FINANCIAL LLC (WARSAW IN)
IN
11/13/2009 - 04/05/2011
PNC INVESTMENTS (ETNA GREEN IN)
IN
03/29/2001 - 11/13/2009
NATCITY INVESTMENTS, INC. (LOGANSPORT IN)
OH
03/29/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
FL
10/02/2000 - 03/27/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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