Andrew
Casertano
Securian Financial Services, Inc
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About this Advisor
Andrew Casertano is a financial advisor operating in Towson, Maryland. Casertano currently works for Securian Financial Services, Inc. Throughout their career, Casertano has worked at Pfs Investments Inc, Primerica Financial Services, Smash Burger, National Life Group, Zerin Business Consultants, Colonel'S Limited/ Dba Papa John'S Pizza, New York Life Insurance Com, Nylife Securities LLC, Securian Life Insurance, Minnesota Life Insurance Company, Securian Capital Of The Chesapeake, Massachusetts Mutual Life Insurance, Jd Mellberg and Family First Life. Casertano holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Securian Financial Services, Inc is an advisory business operating out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 financial advisors. It manages $21 billion in assets under management among its 76,075 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 165 charities and foundations. Of its 76,075 customer accounts, 18% belong to high-net-worth clients who have at least $1 million in assets available to invest. Securian Financial Services, Inc offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which service is provided. Fee types billed by Securian Financial Services, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Casertano Work History
Andrew has been registered as a financial advisor for 0 years.*
Securian Life Insurance
Minnesota Life Insurance Company
Securian Capital Of The Chesapeake
Jd Mellberg
Massachusetts Mutual Life Insurance
Family First Life
New York Life Insurance Com
Nylife Securities LLC
Zerin Business Consultants
Colonel'S Limited/ Dba Papa John'S Pizza
Smash Burger
National Life Group
Pfs Investments Inc
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Casertano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
