Andrew Gilliland (He/Him/His)

Financial Advisor at Certified Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Sabrina Bleich

I've been a client of Andrew's for almost a year now and can't recommend working with him highly enough. He has helped me organize and feel not only in control of, but also proud of, my financial story. As a queer person, I have always felt that my identity and values are prioritized when working together which has been invaluable to our progress. I've recommend Andrew to many friends from across the LGBTQ community and they've all felt not only more solid financially but also completely supported as individuals. Thank you Andrew!

Chris Altrock

I give Andrew my highest recommendation. He brings tremendous financial knowledge as well as his full presence into each conversation. In every interaction with Andrew, professionally and personally, I've always felt seen and heard. His financial counsel is sound. His concern is always for the client. He's one of the most generous humans I've ever known.

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Credentials

  • Series 66
    FINRA
    Oct, 2021
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2021
    - Nov, 2024
  • Life, Health, Long Term Care Insurance
    LIMRA
    Mar, 2021
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Mar 2021 - Present

      • Full Financial Protection Auditing and Insurance Planning • Investment Advising • Cash Flow Optimization • Wealth Access and Distribution Strategies • Legacy Planning • Strategic Economic Comparative Analysis Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4218150. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

    • United States
    • Wellness and Fitness Services
    • 500 - 600 Employee
    • Front Desk Worker
      • May 2019 - Dec 2022

      Facilitating and supporting the one-of-a-kind experience of clients new and old, from check in to departure. Facilitating and supporting the one-of-a-kind experience of clients new and old, from check in to departure.

    • United States
    • E-Learning Providers
    • 700 & Above Employee
    • VIPKID Teacher
      • Jan 2020 - Apr 2021

      Teaching English to Chinese Children (Ages 4-14) Virtually Teaching English to Chinese Children (Ages 4-14) Virtually

Education

  • Abilene Christian University
    Bachelors of Fine Arts, Acting
    2015 - 2019

Community

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