Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zinn is an Investment Advisor Representative (IAR) licensed to provide investment advice in multiple states. Andrew has over 24 years of experience in the financial services industry. Currently, Andrew is an advisor at Mutual Advisors, LLC. Andrew has previously held roles at UBS Financial Services Inc, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew holds Series 66, Series 24, Series 7 and SIE licenses. Andrew offers a range of financial services, including financial planning, portfolio management, and hourly consulting.
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.
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.
Hourly consulting
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
CA
02/03/2023 - Present
Mutual Advisors, LLC (Cambria CA)
CA
02/13/2008 - 12/07/2009
CITIGROUP GLOBAL MARKETS INC. (ATASCADERO CA)
CA
01/17/2003 - 02/22/2008
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
NY
09/06/2000 - 01/24/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/07/1998 - 09/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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