Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McAlister is an investment advisor representative at Cambridge Investment Research Advisors, Inc. located in Conroe, Texas. Andrew has been in the industry since 2018 and holds Series 7TO, SIE, 63, and 65 licenses. Andrew also works as an independent insurance agent. Andrew has prior work experience at Questor Asset Management and Cetera Advisors. Andrew specializes in providing financial planning, pension consulting, educational seminars, market timing services, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
02/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Conroe TX)
TX
02/26/2019 - 02/07/2024
CETERA ADVISORS LLC (CONROE TX)
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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