Andrew
Hosse

Equity Services, Inc

CRD#4586558
Investment Advisor
in Glen Burnie, MD

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About this Advisor

Andrew Hosse is a financial advisor based in Glen Burnie, Maryland, working with Equity Services, Inc. Andrew has previously held positions at Kovack Securities Inc, Kovack Advisors, Inc, Equity Services Inc, Hosse Financial Services Inc, Resource Horizons Group LLC, and National Life Group. Andrew has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Andrew is part of Equity Services, Inc, which operates out of Glen Burnie, Maryland. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

600 Crain Highway South
Glen Burnie, MD 21061

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

MD Average: $4,257,716,217
Total Number of Employees

450

MD Average: 30
Total Number of Accounts

11,558

MD Average: 868
Average Account Size

$183,834

MD Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Hosse Work History

2022 - Present (2 years)

Equity Services Inc

2019 - Present (5 years)

National Life Group

1999 - Present (25 years)

Hosse Financial Services Inc

2016 - 2022 (6 years)

Kovack Advisors, Inc

2014 - 2022 (8 years)

Kovack Securities Inc

2010 - 2014 (4 years)

Resource Horizons Group LLC

Disclosures

Please visit the SEC profile of Andrew Hosse 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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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.

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