Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Andre is a financial advisor with Creative Planning. Cameron has a long career in the financial services industry, with experience at several prominent firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., and Citigroup Global Markets Inc. Cameron holds a Series 6, 7, 63, and 65 license, as well as the SIE designation and is a Certified Financial Planner. Cameron Andre is committed to providing personalized financial planning and investment management services to clients.
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.
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NJ
08/28/2023 - Present
Creative Planning (CRANFORD NJ)
NY
10/01/2012 - 04/12/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/08/2008 - 09/15/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/27/2005 - 10/15/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 06/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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