Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Foy is an investment advisor representative with Zacks Investment Management, Inc. Andre has been in the industry since 2007 and has a wide range of experience. Andre has a broad range of licenses, including Series 7, Series 6, Series 63, and Series 65. Andre is registered to provide investment advisory services in 52 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
1
2
IL
01/01/2025 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
CO
02/16/2011 - 12/02/2011
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
01/08/2008 - 10/27/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
08/28/2007 - 12/31/2007
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
KY
02/28/2007 - 06/08/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IA
Issued 02/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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