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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Oretsky is a financial advisor with Cetera Investment Advisers LLC. Andrew has been in the financial services industry since 2009. Andrew is registered with the state of Texas as an investment advisor representative. Andrew also holds Series 7, Series 24, and Series 63 securities licenses. Cetera Investment Advisers LLC is a Registered Investment Adviser (RIA) and has been in business for over 20 years. The firm provides financial planning, portfolio management and other services to individuals, families, and businesses. Cetera Investment Advisers LLC has over 16,000 clients and manages over $104 billion in assets.
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.
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TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
08/22/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
10/12/2009 - 07/25/2011
SECUREVEST FINANCIAL GROUP (SAN ANTONIO TX)
IA
Issued 10/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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