Unclaimed
Andrew Wittich is a financial advisor who has been in the industry since 2005. Andrew is currently registered with Cambridge Investment Research Advisors, Inc. in Louisiana and Texas. Prior to that, Andrew was employed by MML Investors Services, LLC. Andrew has a variety of licenses and registrations, including Series 66, Series 24, SIE, and Series 7. Andrew also provides services as an insurance agent, and is a board member for Gateway Financial Advisors. Andrew offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
03/01/2013 - Present
Cambridge Investment Research Advisors, Inc. (HOUSTON TX)
TX
03/18/2005 - 03/12/2013
MML INVESTORS SERVICES, LLC (HOUSTON TX)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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