Unclaimed
Andrew Kadala is an investment advisor representative with Cetera Investment Advisers LLC, a firm that provides financial services. Andrew has been in the financial industry since 1993 and has experience working with Morgan Stanley, Wells Fargo Clearing Services, LLC, and other firms. Andrew is registered with the state of Maryland and is currently offering investment advice and securities, insurance, and annuities. Andrew has a wide range of experience and is committed to providing personalized service to help clients reach their financial goals.
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.
1
2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (ANNAPOLIS MD)
MD
02/13/2015 - 10/02/2017
WELLS FARGO CLEARING SERVICES, LLC (ANNAPOLIS MD)
MD
06/01/2009 - 02/27/2015
MORGAN STANLEY (ANNAPOLIS MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ANNAPOLIS MD)
MD
02/13/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ANNAPOLIS MD)
NY
01/13/1995 - 02/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
07/08/1993 - 12/14/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/08/1993 - 12/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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