Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Feldman is a financial advisor with over 30 years of experience in the industry. Andrew is registered with Cambridge Investment Research Advisors, Inc. and is licensed in several states including New York, Texas, and Florida. Andrew has a wide range of experience providing financial advice to individuals, families, and businesses. Andrew also serves as an Advisory Representative for Cambridge Investment Research Advisors, 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.
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
NY
05/07/2020 - Present
Cambridge Investment Research Advisors, Inc. (Long Beach NY)
IL
02/26/1997 - 07/07/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/15/1993 - 03/26/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
10/02/1987 - 03/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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