Call: 508-673-3300

Financial Planning and Insurance for Greater Fall River, MA

Email: info@jmarshallfinancial.com
J. Marshall Associates Financial
		  Planning and Insurance for Greater Fall River, MA

Andy Simpter

Andy Simpter, Financial Advisor

Andy Simpter
Financial Representative

Andy Simpter

Andy joined J. Marshall Associates in March of 2015, after spending more than 13 years at the home office of Investors Capital.

Andy started his career in financial services at Investors Capital as a National Marketing Consultant/Junior Recruiter in 2001. He then spent time in the Operations Department before moving to the Trading Department and worked his way up to Director of Trading.

He received his Bachelor’s Degree from the University of Massachusetts Amherst, where he majored in Economics.

Andy holds Series 4, 7, 24, 53, 55, 63, 65 and 87 registrations and is registered with Cetera Advisors, LLC as a Registered Representative and an Investment Advisor Representative.

Andy is currently registered in CT, IL, IN, MA, ME, MI, NC, NH, NY, PA, RI, TX and VA for securities business, and in MA for advisory business.

He also holds his Producer’s license for Life, Accident and Health Insurance through the MA, RI, IL, CT.

Credentials / Designations / Registrations

Financial Representative, Registered Representative with Cetera Advisors, LLC, registered in CT, IL, IN, MA, ME, MI, NC, NH, NY, PA, RI, TX and VA for Securities Business and Registered in MA for Advisory Business.

Securities Registrations: Series 4, 7, 24, 53, 55, 63, 65 and 87. Producer’s license for Life, Accident and Health Insurance through the Massachusetts Division of Insurance.

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