Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bermani-mccann is a financial advisor at Cambridge Investment Research Advisors, Inc. Andrew has been working in the financial industry since 2013, and has a strong background in both investments and business. Andrew has an active Series 7TO, SIE and a Uniform Combined State Law Examination. In addition to working with clients on their financial needs, Andrew is also active in the community. Andrew is currently registered as a Registered Representative with FINRA and is a member of the Financial Industry Regulatory Authority (FINRA). Andrew has been approved in CT and MA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
CT
01/13/2025 - Present
Cambridge Investment Research Advisors, Inc. (Windsor Locks CT)
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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