Unclaimed
Andrew Ray Tregre is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with Northwestern Mutual Investment Services, LLC and has held Series 6, 7, 63, and SIE licenses. Andrew is registered in 15 states, including Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Michigan, Mississippi, Oklahoma, Texas, Washington, and Wyoming. Andrew is a highly experienced professional who is committed to providing his clients with the highest level of service.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
11/20/2013 - Present
Northwestern Mutual Investment Services, LLC (LAFAYETTE LA)
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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