Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew M. Houte is a financial advisor with over 20 years of experience in the industry. Andrew is currently registered with LPL Financial LLC and Great Valley Advisor Group, Inc. Andrew has a wide range of experience and expertise, including financial planning, portfolio management, and insurance. Andrew is also a Certified Financial Planner. Prior to working at LPL Financial LLC and Great Valley Advisor Group, Inc., Andrew worked at MetLife Securities Inc., Metropolitan Life Insurance Company, and AXA Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
06/09/2023 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
01/21/2005 - 05/08/2015
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
01/21/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
NY
12/11/2002 - 10/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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