Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Prescott is an investment advisor representative registered in New York and Texas, currently associated with Cetera Investment Advisers LLC in their Troy, NY branch office. Drew has been in the financial services industry since December 2005 and has previous experience with LPL Financial LLC, CFD Investments, Inc., Park Avenue Securities LLC, MML Investors Services, Inc., and Northwestern Mutual Investment Services, LLC. Drew specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NY
01/31/2024 - Present
Cetera Investment Advisers LLC (TROY NY)
NY
11/08/2016 - 12/20/2023
LPL FINANCIAL LLC (TROY NY)
NY
08/13/2013 - 11/15/2016
CFD INVESTMENTS, INC. (TROY NY)
NY
05/03/2013 - 08/27/2013
PARK AVENUE SECURITIES LLC (ALBANY NY)
NY
02/28/2008 - 06/16/2008
MML INVESTORS SERVICES, INC. (ALBANY NY)
NY
12/09/2005 - 01/14/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LATHAM NY)
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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