Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Winter is a registered investment advisor representative and has been in the industry since December 4, 2019. Andrew currently works for Cetera Investment Advisers LLC. Prior to this, Andrew worked for several other firms including First Allied Securities, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, and Cetera Financial Specialists LLC. Andrew is licensed to provide advisory services in Minnesota and Oregon. Andrew has a Series 66, Series 7TO, and SIE license and offers a range of services to clients including financial planning, pension consulting, educational seminars, selection of other advisors, 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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2
MN
12/07/2021 - Present
Cetera Investment Advisers LLC (SAINT CLOUD MN)
MN
03/29/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
12/05/2019 - 02/22/2021
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
12/05/2019 - 02/22/2021
CETERA ADVISORS LLC (ST CLOUD MN)
MN
12/05/2019 - 02/22/2021
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
12/05/2019 - 02/22/2021
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
BOTH
Issued 04/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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