Unclaimed
Andrew Grove is a financial advisor with over 25 years of experience in the industry. Andrew is registered with LPL Financial LLC and is licensed to offer investment advisory services in Pennsylvania and Florida. He is also registered as an investment advisor representative in Pennsylvania. Andrew has a diverse background in the financial services industry, having previously worked with Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. Andrew holds the Series 6, 7, 24, 26, 63, and 65 licenses. In addition to offering financial planning services, Andrew provides portfolio management for individuals and businesses. Andrew also offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/23/2018 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
08/01/2008 - 03/23/2018
NATIONWIDE SECURITIES, LLC (MECHANICSBURG PA)
PA
10/31/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CARLISLE PA)
PA
08/28/2000 - 11/29/2006
NATIONWIDE SECURITIES, INC. (CARLISLE PA)
OH
05/07/1996 - 08/04/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 12/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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