Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Doan is a financial advisor with Cetera Investment Advisers LLC, based in Louisville, Kentucky. Andrew has been working in the industry since June 2015. Andrew has a Series 7 and Series 63 license. Andrew also has a Series 65 license and is registered as an investment advisor representative in Kentucky. Andrew provides financial planning, educational seminars, and portfolio management for individuals and businesses. Andrew's previous experience includes working with First Allied Securities, Inc. and First Allied Advisory Services, Inc. Andrew also holds a Vice President position at DFS Tax LLC.
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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KY
09/10/2024 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
06/26/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUSIVILLE KY)
IA
Issued 8/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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