Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Frevert is a financial advisor at United Advisor Group, with over 20 years of experience in the industry. Andrew has expertise in various financial areas, including investment banking, futures managed funds, and securities. Andrew is a registered representative in several states including Florida, Kentucky, Maine, New Jersey, Tennessee, Texas and West Virginia. Andrew works with a wide range of clients including high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Andrew is dedicated to providing personalized financial advice and solutions to help clients 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.
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.
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2
OH
07/19/2023 - Present
United Advisor Group (CINCINNATI OH)
TN
03/31/2021 - 07/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Franklin TN)
TN
03/12/2020 - 03/31/2021
THE O.N. EQUITY SALES COMPANY (Brentwood TN)
NY
03/04/2009 - 01/08/2020
CION SECURITIES, LLC (NEW YORK NY)
NY
11/07/2003 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
11/30/2001 - 06/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/28/2022
Series 66 - Uniform Combined State Law 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 12/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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