Unclaimed
Andrew Leithe is a financial advisor who has been in the industry since 2012. Andrew holds Series 7, 24, 52, 53, and 63 licenses and is a Certified Financial Planner. Andrew is currently registered with Osaic Wealth, Inc. and Strategic Financial and is licensed in Florida, Minnesota, New Jersey, Pennsylvania, and Texas. Andrew has previously worked with FSC Securities Corporation, Siguler Guff Global Markets, LLC, Apollo Global Securities, LLC, and Morgan Stanley Distribution, Inc..
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
NJ
11/03/2023 - Present
Osaic Wealth, Inc. (MOUNT LAUREL NJ)
NJ
05/07/2015 - 11/03/2023
FSC SECURITIES CORPORATION (MOUNT LAUREL NJ)
NY
07/23/2014 - 05/19/2015
SIGULER GUFF GLOBAL MARKETS, LLC (NEW YORK NY)
NY
10/14/2011 - 07/18/2013
APOLLO GLOBAL SECURITIES, LLC (NEW YORK NY)
CT
02/28/2011 - 03/24/2011
MORGAN STANLEY DISTRIBUTION, INC. (GREENWICH CT)
BC
Issued 12/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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