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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Goodrich is a financial advisor at Cetera Investment Advisers LLC. Drew has been in the industry since November 2011 and holds licenses in several states, including Michigan and Texas. Drew specializes in financial planning, portfolio management, and pension consulting. Drew has a strong background in the financial services industry, having worked for PNC Investments and J.P. Morgan Securities LLC. Drew is committed to providing clients with personalized financial advice and helping them 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.
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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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (FLINT MI)
MI
11/06/2014 - 09/30/2015
PNC INVESTMENTS (NOVI MI)
MI
10/01/2012 - 11/12/2014
J.P. MORGAN SECURITIES LLC (CLIO MI)
MI
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
BOTH
Issued 3/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/4/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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