Unclaimed
Andrew Joseph Sheeter is a financial advisor associated with MML Investors Services, LLC. Andrew has been in the financial services industry since December 14, 1997. Andrew is registered with the state of California, Florida, Illinois, Indiana, Kentucky, Nebraska, Ohio, and Virginia. Andrew has also worked for firms such as LPL Financial LLC, NYLIFE Securities LLC, NFP Securities, Inc., CBIZ Financial Solutions, Inc., National Planning Corporation, Ascend Financial Services, Inc., and Fortis Investors, Inc. Andrew is a Series 6, Series 63, and Series 65 licensed advisor. Andrew has experience in providing services such as financial planning, asset allocation, and portfolio management for both businesses and individuals. Andrew's current office is located at 360 W Plant St, Ste 201 in Winter Garden, Florida.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
06/12/2015 - Present
MML Investors Services, LLC (Winter Garden FL)
FL
09/26/2014 - 06/22/2015
LPL FINANCIAL LLC (WINDERMERE FL)
FL
10/08/2009 - 10/01/2014
NYLIFE SECURITIES LLC (WINDERMERE FL)
FL
10/30/2007 - 04/01/2009
NFP SECURITIES, INC. (WINDERMERE FL)
GA
12/22/2000 - 12/11/2006
CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)
CA
05/09/2000 - 12/13/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
09/13/1996 - 02/03/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
04/10/1996 - 09/17/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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