Andrew Hosse (CRD# 4586558) is an Investment Advisor Representative working at Esi Financial Advisors in Glen Burnie, MD and has over 23 years of experience in the finance industry. Andrew Hosse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jan 2022 - Current | 2 |
| National Life Group | Glen Burnie, MD | Dec 2019 - Current | 4 |
| Hosse Financial Services Inc. | Glen Burnie, MD | Jan 1999 - Current | 25 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jan 2016 - Jan 2022 | 6 |
| Kovack Securities Inc. | Fort Lauderdale, FL | Oct 2014 - Jan 2022 | 7 |
| Resource Horizons Group LLC | Marietta, GA | Sep 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- MD
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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