Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Schumacher is an investment advisor representative with Fisher Investments. Andres has over 7 years of experience in the financial services industry. Andres is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses. Andres has worked with Wells Fargo Advisors, LLC, Wells Fargo Bank NA, Synovus Bank, Synovus Securities, Inc., and Fisher Investments. Andres has a wide range of experience working with different types of clients including individuals, businesses, pension and profit sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. Andres provides portfolio management services and financial planning advice to clients.
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.
Portfolio assessment
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.
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
FL
07/25/2023 - Present
Fisher Investments (TAMPA FL)
FL
06/24/2021 - 11/05/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW PORT RICHEY FL)
FL
10/29/2018 - 05/10/2021
SYNOVUS SECURITIES, INC. (PALM HARBOR FL)
FL
11/20/2015 - 10/23/2018
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
BOTH
Issued 07/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Andres Schumacher is the right advisor for you? Invested Better is here to help.
