Unclaimed
Andrew Meeder is a financial advisor with Valmark Advisers, Inc. Andrew is a registered representative of Valmark Advisers, Inc. and is also registered as an investment advisor representative in Florida. He is active in the financial industry and offers financial planning and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
FL
08/30/2021 - Present
Valmark Advisers, Inc. (Lake Worth FL)
FL
06/23/2019 - 06/11/2021
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
FL
05/08/2017 - 12/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
05/05/2016 - 03/13/2017
MML INVESTORS SERVICES, LLC (PALM BEACH GARDENS FL)
BOTH
Issued 07/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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