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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rene Beaudry is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 30 years of experience in the financial services industry. Andrew Beaudry has a broad range of experience, including working with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. He has the Series 6, 7, 22, 24, 63, 65, 99TO and SIE licenses and is also a Certified Financial Planner. Andrew Beaudry is currently registered as a financial advisor in Connecticut, Florida, Massachusetts, Rhode Island and Vermont. He specializes in providing financial advice and investment management services to a diverse range of clients, including individuals, families, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (SOUTH HADLEY MA)
MA
09/12/1989 - 09/09/2011
SIGNATOR INVESTORS, INC. (SOUTH HADLEY MA)
MA
09/12/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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