Unclaimed
Andrew Blazer is an investment advisor representative associated with Cerity Partners LLC. Andrew has been in the industry for 1 year and 10 months. Andrew holds a Series 65 license and is registered to provide investment advice in Ohio. Andrew's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning. Andrew has experience working with clients in the following categories: High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, Individuals Other Than High Net Worth, 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/22/2024 - Present
Cerity Partners LLC (NEW YORK NY)
Active
Inactive
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