Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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