Andrew Covic, financial advisor Sterling Heights MI

Andrew Covic

CRD Number: 7609731
Current Firm: Cuso Financial Services

Andrew Covic (CRD# 7609731) is an Investment Advisor Representative working at Cuso Financial Services in Sterling Heights, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2023 - Current < 1
Christian Financial Credit Union Sterling Heights, MI Nov 2023 - Current < 1
Equitable Advisors LLC New York, NY Jul 2023 - Nov 2023 < 1
J.p. Morgan Securities LLC Auburn Hills, MI Jul 2022 - Jul 2023 1
Jpmorgan Chase Bank, N.a. Auburn Hills, MI Jul 2022 - Jul 2023 1
Us Mattress Birmingham, MI Nov 2020 - Jun 2022 1
Unemployed Sterling Heights, MI Jul 2020 - Oct 2020 < 1
North American Controls Shelby Township, MI Apr 2019 - Jun 2020 1
Unemployed Sterling Heights, MI Feb 2019 - Mar 2019 < 1
Spark Talent Acquisition Detroit, MI Nov 2018 - Jan 2019 < 1
The Finish Line Troy, MI Aug 2017 - Nov 2018 1
Continental Forte Belanger Troy, MI Oct 2016 - Oct 2018 2
Royal Park Management Company LLC Rochester, MI Jan 2017 - Feb 2017 < 1
Unemployed Sterling Heights, MI Jul 2016 - Sep 2016 < 1
Ocean Prime Restaurant Troy, MI May 2015 - Jun 2016 1
Greektown Casino And Hotel Detroit, MI Mar 2015 - Apr 2015 < 1
Unemployed Sterling Heights, MI Feb 2015 - Mar 2015 < 1
Modis Inc. Auburn Hills, MI Dec 2014 - Jan 2015 < 1
Gnc Supplements Inc. Sterling Heights, MI Sep 2014 - Nov 2014 < 1
Unemployed Sterling Heights, MI Nov 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2022
S66 NASAA Uniform Combined State Law Examination Oct 2023
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew Covic
Phone Number: 800-686-4724
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,665
    MILLIONS
  • Total Number of Accounts
    26,968
    ACCOUNTS
  • Average Account Value
    $172,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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