Unclaimed
Andrew Schiro is an investment advisor representative with Lion Street Advisors, LLC. Andrew has been in the financial services industry for over 30 years. Andrew has experience working with a variety of clients, including individuals, families, businesses, and retirement 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.
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.
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2
TX
12/05/2024 - Present
Lion Street Advisors, LLC (Houston TX)
TX
07/28/2011 - 02/07/2014
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
12/08/2003 - 08/12/2010
NYLIFE SECURITIES LLC (HOUSTON TX)
AL
04/26/2001 - 08/06/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
02/25/2000 - 05/02/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MI
04/08/1997 - 03/01/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
04/17/1996 - 04/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
06/15/1995 - 04/22/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
10/26/1994 - 11/22/1994
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 06/22/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/02/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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