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Caeli Andrews

Arbor Court Capital, LLC

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About Caeli Andrews

Caeli Andrews is a financial advisor with over 20 years of experience in the industry. Caeli is currently registered with Arbor Court Capital, LLC, and is based in Broadview Heights, OH. Caeli has a wide range of experience in the financial services industry, having worked with a number of firms, including Rafferty Capital Markets, LLC, Foreside Fund Services, LLC, and AFBA Five Star Securities Company. Caeli holds Series 6, 7, and 63 licenses as well as the SIE. Caeli is committed to providing her clients with the highest level of service and personalized attention.

Firm Information

Caeli Andrews is currently registered with Arbor Court Capital, LLC. Arbor Court Capital, LLC is a Limited Liability Company formed in November 2004. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Caeli Andrews’s Registration & Firm History

OH

04/01/2022 - Present

Arbor Court Capital, LLC (BROADVIEW HEIGHTS OH)

NY

07/27/2010 - 04/07/2022

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

VA

01/02/2009 - 03/15/2010

FORESIDE FUND SERVICES, LLC (ALEXANDRIA VA)

VA

03/29/2007 - 01/05/2009

AFBA FIVE STAR SECURITIES COMPANY (ALEXANDRIA VA)

NC

01/22/2002 - 03/13/2007

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

10/24/2000 - 11/12/2001

CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

CT

01/13/2000 - 09/11/2000

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 12/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caeli Andrews.
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