Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sheard is a financial advisor at Centaurus Financial, Inc. Andrew is a Certified Financial Planner and a Chartered Financial Consultant. Andrew's main office is in Honesdale, PA. Andrew's firm has offices in several states including Colorado, Connecticut, Florida, Michigan, Montana, New Jersey, New York, Ohio, Oregon, Pennsylvania, Virginia, Washington, and West Virginia. Andrew is a registered Investment Advisor in 13 states and a registered Broker in 5 states. Andrew has been in the financial services industry since 2019. Andrew's firm, Centaurus Financial, Inc., is a registered Investment Advisor with the Securities and Exchange Commission (SEC) and has been in business for over 20 years.
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
PA
01/17/2023 - Present
Centaurus Financial, Inc. (Honesdale PA)
MI
04/05/2019 - 05/26/2020
HANTZ FINANCIAL SERVICES, INC. (GRANDVILLE MI)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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