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Andrew Ralph Vollmer

Bellmark Partners, LLC

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About Andrew Ralph Vollmer

Andrew Vollmer is a financial advisor with Bellmark Partners, LLC. Andrew has been in the industry since 1994 and has a strong track record of providing personalized investment advice to clients. Andrew is registered with FINRA and holds Series 7, 24, 63, 79TO, and SIE licenses. Andrew is committed to helping his clients achieve their financial goals.

Firm Information

Andrew Vollmer is currently registered with Bellmark Partners, LLC. Bellmark Partners, LLC is a Limited Liability Company formed in Massachusetts on March 17, 2009. The firm is registered in Massachusetts and Ohio and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Andrew Vollmer’s Registration & Firm History

OH

05/11/2018 - Present

Bellmark Partners, LLC (Beachwood OH)

OH

10/15/2003 - 05/07/2018

KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)

OH

09/16/2002 - 11/12/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

01/25/1994 - 06/24/2002

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 03/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Ralph Vollmer.
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