Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Favela is a financial professional with over 12 years of experience in the financial services industry. Andres has a strong background in financial planning, portfolio management and investment advisory services. Currently, Andres is affiliated with Cetera Investment Advisers LLC. Previously, Andres has worked with Triad Advisors LLC, Securities America, Inc., Kestra Investment Services, LLC, United Planners’ Financial Services of America a Limited Partner, MetLife Securities Inc., and Edward Jones. Andres holds the Series 66, Series 7, and SIE licenses, and has earned the designation of Certified Financial Planner™.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
12/15/2021 - 10/30/2023
TRIAD ADVISORS LLC (Phoenix AZ)
AZ
09/09/2020 - 11/22/2021
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
06/11/2018 - 01/11/2019
KESTRA INVESTMENT SERVICES, LLC (PHOENIX AZ)
AZ
02/05/2015 - 04/05/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TEMPE AZ)
AZ
03/31/2014 - 02/17/2015
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
07/23/2010 - 03/27/2014
EDWARD JONES (TEMPE AZ)
BOTH
Issued 11/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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