Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Adolph is an Investment Advisor Representative with Summit Financial, LLC. Andrew has been in the financial services industry since 2011. Andrew has a Series 65 license and is registered to provide investment advisory services in New Jersey and Ohio. Andrew has experience working at several financial institutions, including Huntington National Bank and Morgan Stanley. Andrew is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. Andrew has a strong understanding of the financial markets and a commitment 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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2
OH
03/22/2023 - Present
Summit Financial, LLC (COLUMBUS OH)
IA
Issued 03/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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