Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Purmort is a financial advisor with over 20 years of experience in the industry. Andrew is currently registered with McManus Cooper, a firm with over 40 years of experience in financial services. Prior to joining McManus Cooper, Andrew was a financial advisor at Securities America, Inc. Andrew is committed to providing personalized financial advice to individuals and families. Andrew specializes in financial planning, portfolio management, and retirement planning. Andrew is also a registered investment advisor representative, and is committed to providing ethical and professional financial advice.
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.
Solicitor/referral fees
1
2
CA
03/02/2004 - Present
McManus Cooper (IRVINE CA)
CA
02/11/2004 - 03/27/2020
SECURITIES AMERICA, INC. (IRVINE CA)
IN
07/17/2001 - 02/13/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/17/2001 - 02/13/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
03/08/2001 - 06/12/2001
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
BOTH
Issued 08/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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