Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Evener is a financial advisor with SoFi Wealth LLC. Andrew is a registered representative with the state of Florida, and is also a licensed investment advisor in Florida. Andrew has been in the industry since 2014, and specializes in providing financial planning and portfolio management services to individuals. Andrew is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CA
03/16/2021 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
FL
11/22/2019 - 01/14/2021
KESTRA INVESTMENT SERVICES, LLC (St. Augustine FL)
FL
05/19/2014 - 09/08/2015
LPL FINANCIAL LLC (ORANGE PARK FL)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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