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Andrew Hancock is a financial advisor with Lido Advisors, LLC. Andrew has been in the financial industry since November 2014. He specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, investment companies, and pooled investment vehicles. Andrew is a Certified Financial Planner and a Chartered Financial Consultant. He holds Series 66, Series 7, and SIE licenses and is registered in California, Illinois, and Indiana. Prior to joining Lido Advisors, LLC, Andrew worked at MORGAN STANLEY.
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.
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.
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.
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
IL
11/01/2024 - Present
Lido (Chicago IL)
IN
11/26/2014 - 09/22/2021
MORGAN STANLEY (Indianapolis IN)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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