Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Coleman is a financial advisor at Osaic Wealth, Inc. Andrew is a Series 7, Series 22 and Series 63 licensed professional and holds the Chartered Financial Analyst designation. Andrew has over 10 years of experience in the financial services industry. Before joining Osaic Wealth, Inc. Andrew was employed at Lincoln Financial Advisors. Andrew’s expertise includes financial planning, investment management for individuals and businesses and pension consulting. Andrew is registered with the Securities and Exchange Commission (SEC) and the states of Alabama, Arizona, California, Florida, Illinois, Indiana, Michigan, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas and Washington. Andrew is also an insurance agent. Andrew specializes in providing financial advice to high net worth individuals and families, individuals and families other than high net worth, pension and profit sharing plans, corporations and other businesses, charitable organizations and state or municipal government entities.
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.
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IL
01/24/2025 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
05/16/2006 - 01/12/2007
GROSVENOR SECURITIES LLC (CHICAGO IL)
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2005
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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