| Advisor Profile |
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| Name: |
Andrew Bluestone, CFP® |
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Business Description |
| I have been in the financial services buisness for over 27 years. I am committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. i take pride in bringing you the most current ideas and implementing a plan that best suits your situation. Each plan is cutomized and reviewed on a semi-annual basis. Selective Benefits Group has the desire to work closely with you and your advisors to help you "REACH FOR YOUR DREAMS". |
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General Information |
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| Name of Broker/Dealer: |
Ameritas Investment Corp.
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| States Licensed in: |
NJ, NY, PA, CT, FL
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| Years of Experience in Financial Services: |
27
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| Number of Years with Current Firm: |
27
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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| Investment Types: |
Mutual Funds, Insurance, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Life Underwriter Training Council Fellow (LUTCF)
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| Securities Licenses: |
Series 65, Series 6, Series 7, Series 24, Series 63
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Life, Disability, Variable Annuity, Life, Health, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
1200
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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| Compensation Methods: |
Commissions, Hourly
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| Prepared By: |
Andrew Bluestone, CFP® |
Frequently Asked Questions |
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What is your approach to financial planning? |
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full reveiw of existing program then revise with current needs and goals |
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What services do you offer? |
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Financial advisory services, including Life, disability, long term care, retirement planning and investment advisory services. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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fee bases and/or commissions |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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based on customer requirements |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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