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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 Kadala is an investment advisor representative registered with Cetera Investment Advisers LLC, a firm with a strong focus on serving high-net-worth individuals, pension and profit-sharing plans, and corporations. With over 30 years of experience in the financial services industry, Andrew has built a strong track record providing personalized investment advice and financial planning services. His experience spans a range of firms including Morgan Stanley, Wells Fargo Advisors, and Citigroup Global Markets Inc. Andrew's expertise extends to a variety of financial products and services including securities, insurance, and annuities.
ANNAPOLIS, MD
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 2/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 1/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/6/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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