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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew R. Lefebvre is a financial advisor with over 20 years of experience in the industry. Andrew is currently registered with Osaic Wealth, Inc. Andrew is a Certified Financial Planner™ professional and has a wide range of experience in financial planning, investment management, and retirement planning. Andrew's areas of specialization include retirement planning, college savings, and estate planning. He is committed to providing personalized financial advice to help clients achieve their financial goals. Before joining Osaic Wealth, Inc., Andrew was employed with SAGEPOINT FINANCIAL, INC., American General Securities Incorporated, and Franklin Financial Services Corporation.
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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2
NH
09/01/2023 - Present
Osaic Wealth, Inc. (SALEM NH)
MA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DRACUT MA)
MA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DRACUT MA)
TX
09/12/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 02/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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