![Steve Andros](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Andros consults with large multi-partner tax, accounting and legal firms that are currently offering financial services as part of their practice and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms.
He also consults with professional firms that are considering adding financial services to their menu of service offerings.
Mr. Andros has worked extensively within the financial services industry for more than 20 years.
He first served as director of investments and qualified plans for Trusted Advisors, where his duties involved the recruiting and training of bank and CPA registered representatives.
Steve was later promoted to vice president, where he focused entirely on helping CPAs develop their financial services programs.
He has also served as the district pension manager for John Hancock and CIGNA in Minnesota.
For over 10 years, Steve has been helping CPAs add financial services to their practice, and he has presented at numerous workshops and seminars regarding wealth management best practices.
Mr. Andros graduated with a bachelor’s degree in Marketing from Saint Cloud State University in Minnesota.
He is a registered representative who has passed the FINRA Series 7, 24, 63 and 65 examinations, and he holds the Minnesota Life and Health Insurance license.
Former positions of Steve Andros
Companies | Position | End |
---|---|---|
Trusted Advisor Corp.
![]() Trusted Advisor Corp. Investment ManagersFinance Trusted Advisor Corp. provides investment advisory services. The is headquartered in Washington, DC. | Corporate Officer/Principal | 29/09/2004 |
Cigna Holding Co.
![]() Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 30/12/1992 |
1st Global Advisors, Inc.
![]() 1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Sales & Marketing | - |
Training of Steve Andros
St. Cloud State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Cigna Holding Co.
![]() Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Finance |
1st Global Advisors, Inc.
![]() 1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Finance |
Trusted Advisor Corp.
![]() Trusted Advisor Corp. Investment ManagersFinance Trusted Advisor Corp. provides investment advisory services. The is headquartered in Washington, DC. | Finance |
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