Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew St. Pierre has over 20 years of experience in the financial services industry. Andrew is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative in Massachusetts and Texas. Prior to joining Cetera Investment Advisers LLC, Andrew worked at Investors Capital Corp. and Winslow, Evans & Crocker, Inc. Andrew holds Series 7, 24, 66, 99TO, and SIE licenses. Andrew specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
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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 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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