Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Simpter is a financial advisor with Integrated Wealth Concepts LLC. Andrew has been working in the financial industry since 2002, and has a broad range of experience in financial planning, investment management and insurance. Andrew has held various positions at different firms and he is currently registered with FINRA and licensed in multiple states. Andrew is passionate about helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
MA
06/29/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
10/03/2016 - 12/19/2017
CETERA ADVISORS LLC (FALL RIVER MA)
MA
03/27/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (FALL RIVER MA)
IA
Issued 11/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/26/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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