Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wayne Erisman is a registered investment advisor representative with Freestone Capital Management, LLC. Andrew has been in the financial services industry for over 30 years and holds both Series 63 and Series 65 licenses. Andrew has previously held positions with Oppenheimer & Co. Inc., CIBC World Markets Corp., and Freestone Securities, LLC. Andrew's expertise includes providing portfolio management for individuals, pooled investment vehicles and financial planning services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
05/21/2009 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
05/21/2009 - 01/07/2015
FREESTONE SECURITIES, LLC (SEATTLE WA)
WA
01/03/2003 - 05/20/2009
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
08/13/1992 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 02/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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