Andrew William Frevert

Current Employers

Employment History

• 03/2009 → 01/2020
  Cion Securities, Llc
  New York, NY
• 11/2019 → 03/2021
  Ohio National Insurance Agency
  Cincinnati, OH
• 03/2020 → 03/2021
  The On Equity Sales Company
  Cincinnati, OH
• 06/2022 → 07/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2021 → 07/2023
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2009 → 12/2019
  Cion Investments
  New York, NY
• 07/2023 → Present
  United Advisor Group Dba Ascension Financial Partners
  Franklin, TN
• 07/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2022-06-17 → 2023-07-26
  Cambridge Investment Research Advisors, Inc.
  Brentwood, TN
  Franklin, TN
• 2003-12-17 → 2008-12-08
  Alliancebernstein L.P.
  New York, NY
• 2002-05-16 → 2003-06-20
  Morgan Stanley Dw Inc.
  Toms River, NJ

Other Businesses

1) ASCENSION FINANCIAL PARTNERS, 302 Innovation Drive Suite 310, Franklin, TN 37067, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,04/05/21, INV REL, 2 HR/WK- 2/TRADING HR. 2) United Advisor Group DBA Ascension Financial Partners. Investment Related. 302 Innovation Drive Suite 310, Franklin, TN 37067. Investment Advisor Representative. Partner. 07/2023. Hrs/month 160 all during trading hours. Investment Related and Securities 3) PKS Financial. Investment Related. 302 Innovation Drive, Ste. 310 Franklin, TN 37067. Fixed/Traditional Insurance. Agent. 07/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products. 4) Fixed Insurance. Investment Related. 302 Innovation Drive, Ste. 310 Franklin, TN 37067. Fixed/Traditional Insurance. Agent. 07.2023. Hrs/month 2 all during trading hours. Life Insurance Sales.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-28

Other Names

• Drew Frevert
• Andrew William Frevert