Unclaimed
Andrew Rolnick is a financial advisor with Cetera Investment Advisers LLC. Andrew has over 27 years of experience in the financial services industry. Andrew is registered with the state of Minnesota as a broker-dealer and an investment advisor representative. Andrew also holds Series 6, 7, and 63 licenses. Andrew specializes in working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. He is committed to providing his clients with personalized financial advice and services. Andrew is passionate about helping his 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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
08/15/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/15/1995 - 10/19/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BC
Issued 08/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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