Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Andrews is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Jeffrey has over 20 years of experience in the financial services industry. He is a graduate of the University of California, Irvine and holds a Series 66 license. Jeffrey is dedicated to helping his clients achieve their financial goals. He specializes in providing financial planning, portfolio management and retirement planning services. Jeffrey is committed to providing his clients with personalized advice and exceptional service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (IRVINE CA)
CA
09/08/2009 - 05/11/2012
LPL FINANCIAL LLC (IRVINE CA)
CA
06/18/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (NEWPORT BEACH CA)
NY
12/14/2001 - 03/13/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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