Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Morawski is a financial advisor with Cetera Investment Advisers LLC in Tyler, TX. Andrew has been in the financial services industry since 1973 and holds a Series 7, Series 63, Series 65 and Series 24 licenses. Andrew is a Chartered Financial Consultant. Andrew is also the owner of MOMENTUM FINANCIAL GROUP. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has approximately $104.5 billion in assets under management. Cetera Investment Advisers LLC provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, corporations, businesses, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (TYLER TX)
TX
11/12/1999 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TYLER TX)
CA
07/04/1985 - 10/26/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
07/06/1973 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
02/17/1981 - 05/28/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Morawski is the right advisor for you? Invested Better is here to help.
