Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sollenberger is a financial advisor with over 23 years of experience in the industry. Andrew is currently registered with Osaic Wealth, Inc. and holds Series 7, 24, 53, 63, and 65 licenses. Andrew has a broad range of experience in the financial industry, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Andrew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALLENTOWN PA)
AZ
11/23/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
07/15/1999 - 12/06/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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