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Andrew Laster is a financial professional with over 24 years of experience in the industry. Andrew is registered with Crossmark Global Investments, Inc. in Texas. Andrew has a wide range of experience, including experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Andrew has passed the Series 6, 7, 9, 10, 24, 26, 51, 63 and 65 exams. Andrew is also registered with the state of Texas as an Investment Advisor Representative. Andrew has experience working with both Fidelity Brokerage Services LLC and Invesco Distributors, Inc. in the past.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/14/2022 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
TX
09/15/2021 - 05/26/2022
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
06/27/1996 - 03/06/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 03/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/01/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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