Unclaimed
Andre Parker is a financial advisor at Global View Capital Management LLC. Andre has been a registered investment advisor since 2017 and holds the Series 65 license. Andre is based in Waukesha, Wisconsin. Andre is also an independent contractor for Global View Capital Advisors, LLC, which markets advisory services for the firm. Andre is also a managing member for Askim Financial & Legacy Group, LLC, which focuses on the marketing, education, and sales of fixed insurance products. Andre's expertise includes financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
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2
WI
10/25/2024 - Present
Global View Capital Management LLC (WAUKESHA WI)
IA
Issued 02/15/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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