Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Todd Roseberry is a financial advisor with Consolidated Financial, a firm with offices in Dublin, Ohio. Andrew has been in the financial industry since 1995 and holds licenses in Ohio and Texas. Andrew also holds a series 7, Series 8, Series 24, and Series 52 license. The firm offers a range of financial services to individuals, corporations, and institutions. Consolidated Financial primarily provides financial planning, pension consulting, and portfolio management.
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.
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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2
OH
12/14/2015 - Present
Consolidated Financial (DUBLIN OH)
OH
08/02/2010 - 07/16/2012
LINCOLN INVESTMENT (DUBLIN OH)
OH
03/23/2001 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (DUBLIN OH)
SC
09/25/1998 - 04/03/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
03/15/1995 - 10/09/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 04/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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