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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 Timothy Bearre is a financial advisor with Gregory J. Schwartz & CO., Inc. located in Bloomfield Hills, Michigan. Andrew has been in the securities industry since September 25, 1993, and holds licenses in several states, including Florida, Michigan, and Texas. Andrew has passed multiple securities exams and is a licensed investment advisor representative. Andrew also provides life insurance and fixed annuity sales through Schwartz Benefit Services, LLC. Andrew has extensive experience working with clients in a range of categories, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Andrew's firm provides a variety of financial planning services, including portfolio management, pension consulting, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/12/2023 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MI
09/14/1993 - 10/14/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/24/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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