Unclaimed
Andrew Crosby is a financial advisor at Greenspring Advisors, LLC. Andrew has been working in the financial industry since 2014. Andrew has a Series 66, Series 7 and SIE licenses. The advisor is registered in Maryland, New Hampshire and Pennsylvania. The advisor specializes in investment consulting, pension consulting, financial planning and selection of other advisors. Greenspring Advisors, LLC specializes in providing financial advice to individuals, high net worth individuals, charitable organizations and pension and profit sharing plans.
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.
Investment consulting and educational services
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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MD
04/08/2024 - Present
Greenspring Advisors, LLC (TOWSON MD)
MD
09/30/2014 - 03/29/2017
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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