Andrew “Andy” Aigner, JD
Financial Advisor
Licenses:
Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania Bar
Areas of Specialization:
Financial Planning, Portfolio Management
Bethlehem, Pennsylvania
Financial Advisor
Series 65 (Uniform Investment Advisor Law Examination), Member of Pennsylvania Bar
Financial Planning, Portfolio Management
Los Angeles, California
Financial Advisor
Series 7 (General Securities Representative), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State Law Examination), Series 66 (Uniform Combined Law Examination), Insurance Licensed for Accident and Health, Life, and Variable Contracts
Real Estate, 1031 Exchange Strategies, DST Properties, Real Estate Investment Trusts, Retirement Planning, 401K Plans, Annuities, Long Term Care
Lubbock, Texas
Financial Advisor
Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam)
1031 Exchange, Real Estate Investments, Direct Participation Programs
Bethlehem, Pennsylvania
Financial Advisor
Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 66 (Uniform Combined Law Examination)
Investment Analysis and Research, Real Estate & 1031 Exchanges, Portfolio Management
Naples, Florida
Financial Advisor | Research
Series 65 (Uniform Investment Advisor Law Examination)
Research
Florida, Pennsylvania
Managing Member CEO, CIO
Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance License
Firm’s Chief Investment Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
Denver, Colorado
Financial Advisor
Series 6 (Investment Company Products/ Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), RICP (Retirement Income Certified Professional, CDFA (Certified Divorce Financial Analyst), Life and Variable Annuity Insurance, Long Term Care Certified, Mortgage Loan Officer
Financial Planning, Retirement Planning, 401K/IRA Rollover Strategies, Annuities, Life Insurance and Long Term Care Strategies
Prescott, Arizona
Financial Advisor
Certified Financial Planner™ (CFP®), Accredited Estate Planner® (AEP®) Chartered Life Underwriter (CLU) and Chartered Financial Consultant™ (ChFC®), Series 7 (General Securities Representative), Series 24 (General Securities Principal),Series 63 (Uniform Securities Agent), Life and Variable Annuity Insurance License, Licensed Real Estate Agent
Investment Management, Wealth Management, 1031 Exchanges, Estate Protection Strategies, Retirement Income Solutions
Pennsylvania, New Jersey
Managing Director, Vice Chair
Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity Insurance
Asset Management, Divorce Financial Planning
Naples, Florida
Director
Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Life and Variable Annuity Insurance License, Series 52 (Registered Municipal Securities Representative), Series 53 (Registered Municipal Securities Principal), Series 24 (Registered Securities Principal)
Portfolio Management, Real Estate 1031 Exchange Strategies, DST Properties