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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Huaman is a financial advisor with Three Bell Capital LLC based in DALLAS, TX. Andre has been in the industry since 2013. Andre is a registered investment advisor and has passed the Series 65, Series 63, Series 7 and SIE exams. Andre has a strong track record of providing financial planning, estate planning, tax planning, insurance planning and lending services to a diverse client base. Andre has experience working with high net worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Andre is a partner at Three Bell Capital LLC, which specializes in private wealth management and corporate retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax planning, insurance planning, lending
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Third party
1
2
TX
10/30/2013 - Present
Three Bell Capital LLC (DALLAS TX)
NY
08/24/2017 - 03/31/2020
KW SECURITIES CORPORATION (SELDEN NY)
FL
09/21/2017 - 11/05/2018
RAINMAKER SECURITIES, LLC (CORAL GABLES FL)
CA
02/06/2015 - 11/16/2015
EMERSON EQUITY LLC (LOS ALTOS CA)
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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