Unclaimed
Andrew Coker is a financial advisor with over 13 years of experience. Andrew is a registered representative of Cetera Investment Advisers LLC and holds licenses in multiple states. Andrew has a strong background in financial planning, portfolio management, and pension consulting. Andrew is committed to providing personalized financial advice to help clients achieve 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
NY
01/24/2023 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
07/30/2010 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
BOTH
Issued 8/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 9/13/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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