Unclaimed
Andrew Morawski has been in the financial services industry since July 21, 1973, and is currently registered with Cetera Investment Advisers LLC. Andrew is registered in Texas for both securities and investment advisory services. Andrew has a wide range of experience and holds several industry certifications, including the Chartered Financial Consultant designation. In addition to Andrew's current employment with Cetera Investment Advisers, Andrew has previously worked for VOYA FINANCIAL ADVISORS, INC., WALNUT STREET SECURITIES, INC., GENERAL AMERICAN LIFE INSURANCE COMPANY, and INTEGRATED RESOURCES EQUITY CORPORATION. Andrew provides financial services, including investment advisory services, to a wide range of clients, including individuals, corporations, 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.
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 03/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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