Since beginning with Money Concepts, Andrew has received the designations of Certified Estate Advisor (C.E.A.), Certified Mutual Fund Specialist (C.F.S.), Certified Senior Advisor (C.S.A.) and Chartered Retirement Plan Specialist (CRPS). Also, for the last 8 years he made the "Top 100 National Sales Leaders" for Money Concepts International. He obtained the M.C.I. qualifications required for the "Millionaires Club" membership for 11 years, "Eagles Club" for 9 years, "Century Club" for 7 years and "Professionals Club" for 7 years. Due to his leadership, production and management background he was promoted to Regional Director of the San Francisco Bay / Monterey Region in 1998.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Andrew Lee is an independent contractor of Money Concepts