Unclaimed
Andrew Manfred ST. Pierre is a financial advisor at Cetera Investment Advisers LLC, a firm with a focus on providing financial planning and portfolio management services. Andrew has been in the financial industry since 2001 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Andrew holds several licenses and certifications, including Series 7, 24, 66, and 99. Andrew’s background includes experience at Investors Capital Corp. and Winslow, Evans & Crocker, Inc. Andrew’s current registrations include a branch office in Beverly, Massachusetts.
BEVERLY, MA
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (BEVERLY MA)
MA
11/14/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (BEVERLY MA)
MA
06/07/2010 - 11/15/2013
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/05/2001 - 06/03/2010
COMMONWEALTH FINANCIAL NETWORK (NORTH ANDOVER MA)
BOTH
Issued 11/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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