Unclaimed
Andrew Seymour Adil is a financial advisor who has been in the industry since 1991. Andrew is currently registered with Integrated Wealth Concepts LLC and is licensed in Connecticut. Previously, Andrew was a registered representative with LPL FINANCIAL LLC and Coburn & Meredith, INC. Andrew specializes in financial planning, portfolio management for individuals, and selection of other advisors. Andrew has a strong track record of helping clients reach their financial goals.
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.
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
CT
07/12/2021 - Present
Integrated Wealth Concepts LLC (SOUTH WINDSOR CT)
CT
07/12/2021 - 03/20/2023
LPL FINANCIAL LLC (SOUTH WINDSOR CT)
CT
10/26/2017 - 07/12/2021
COBURN & MEREDITH, INC. (south windsor CT)
CT
03/25/2017 - 06/28/2017
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
CT
07/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
01/21/2014 - 04/06/2015
ALLSTATE FINANCIAL SERVICES, LLC (EAST HARTFORD CT)
CT
09/03/2013 - 12/19/2013
CETERA ADVISOR NETWORKS LLC (HARTFORD CT)
CT
11/19/1991 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (GLASTONBURY CT)
BOTH
Issued 04/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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