Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Palmasano is an investment advisor representative with Concurrent Investment Advisors, LLC. Andrew has been in the financial services industry since 2007. Andrew holds a Series 6, 7, 63, and 65 licenses, as well as a Series 24 principal license. Andrew's areas of specialization include financial planning, pension consulting, and selection of other advisors. Andrew has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Previously, Andrew worked for Raymond James Financial Services, Inc. and Black Creek Capital Markets, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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
CO
11/13/2023 - Present
Concurrent Investment Advisors, LLC (Ca�on City CO)
CO
09/28/2018 - 11/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CANON CITY CO)
CO
08/09/2012 - 08/20/2018
BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)
CO
10/03/2007 - 07/20/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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