Unclaimed
Andrew PINCus is an investment advisor representative with Cetera Investment Advisers LLC. Andrew has been in the financial services industry since 2004. Andrew has a Series 7, Series 66, and SIE license and is registered with FINRA and the state of Florida. Andrew is also a Certified Financial Planner. Andrew has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Previously, Andrew was with LPL Financial LLC, KESTRA INVESTMENT SERVICES, LLC, NFP Securities, Inc. and KESTRA FINANCIAL SERVICES, INC. Andrew is located in Boca Raton, FL and also works out of the firm's office in Winhall, VT.
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
FL
02/19/2024 - Present
Cetera Investment Advisers LLC (Boca Raton FL)
FL
01/04/2019 - 02/21/2024
LPL FINANCIAL LLC (BOCA RATON FL)
FL
09/15/2004 - 01/17/2019
KESTRA INVESTMENT SERVICES, LLC (BOCA RATON FL)
BOTH
Issued 10/1/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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