Unclaimed
Andrew Philip Arigo is an Investment Advisor Representative with Newport Group Consulting, LLC. Andrew has been working in the financial services industry since 2001. Andrew has experience working with clients in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Andrew is a registered Investment Advisor Representative with Newport Group Consulting, LLC in Florida. Andrew offers investment performance analytics for retirement plans, foundations, and endowments. Andrew also offers managed account services for plan participants. Andrew is also a Registered Representative and Investment Advisor Representative with Newport Group Securities, 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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
03/21/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
06/29/2007 - 09/06/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
NC
09/19/2005 - 06/22/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
NC
05/05/2004 - 05/25/2007
TODD SECURITIES, LLC (GREENSBORO NC)
NC
07/02/2001 - 10/30/2003
CLARK SECURITIES, INC. (GREENSBORO NC)
TX
03/01/2001 - 07/02/2001
CLARK-BARDES SECURITIES, INC. (DALLAS TX)
MN
10/01/1997 - 02/11/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1997 - 02/11/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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