Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Andrassy is a financial advisor at Valic Financial Advisors, Inc., a firm with over 1,200 advisors across the country. Edward has been in the financial services industry for over 20 years and has a strong background in investment planning. Edward is licensed to sell securities in seven states and has extensive experience in helping clients reach their financial goals. Edward is also a registered representative with FINRA and is a member of the Series 6, 7 and 63. Edward is dedicated to providing personalized financial advice and helping his clients make informed decisions about their investments.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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TX
12/20/2019 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
OH
03/23/2019 - 12/06/2019
OPPENHEIMER & CO. INC. (BEACHWOOD OH)
MA
05/01/2014 - 05/11/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
09/11/2008 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
OH
03/19/2008 - 09/11/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (HIGHLAND HEIGHTS OH)
OH
09/06/2007 - 03/11/2008
THOMAS MCDONALD PARTNERS, LLC (HIGHLAND HEIGHTS OH)
SC
05/07/2001 - 11/28/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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