Unclaimed
Andrew Rolnick is a financial advisor with Cetera Investment Advisers LLC, specializing in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for businesses and individuals. Andrew is also registered with Cetera Advisor Networks LLC. Andrew has been in the financial services industry since August 14, 1995. Andrew is registered to provide investment advisory services in Minnesota and Texas.
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 8/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Rolnick is the right advisor for you? Invested Better is here to help.