Andrew Schroeder
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Andrew Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He previously worked as a Financial Advisor at Ameriprise Financial Services, Inc. from 2015 to 2018. Andrew focuses on building personal relationships with clients to help them achieve their financial goals through knowledgeable guidance, ongoing financial planning, and personalized investment strategies.
He holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Andrew is committed to helping clients develop financial confidence for both their present and retirement years.
Expertise
General retirement planning
Income planning
Wealth management
Active portfolio management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services LLC
2018 - Present (8 years)
Ameriprise Financial Services, inc.
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Rigoberto F
Series 63, Series 66
San Bernardino, CA
Fidelity
Rigo Fernandez is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, helping clients and their families plan for their financial goals by understanding their priorities and overall financial situations. His professional experience includes roles such as Senior Financial Consultant at TD Ameritrade from 2019 to 2020, Business Account Manager at Verizon from 2017 to 2019, Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, and Financial Advisor at Wescom Credit Union from 2003 to 2013. He holds a California Insurance License.
Mathew D
Series 66
Fontana, CA
Duvall Wealth Management LLC
Michael C
Series 65
Fontana, CA
Omnikey Investment Advisors
Phillip G
Series 63, Series 66
San Bernardino, CA
Gorian Investments
Christopher L
Series 66
Hesperia, CA
CBL Wealth Management
Kaylee B
Series 65
Fontana, CA
An Exceptional Life Financial, LLC
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