Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Armstrong Scott is a financial advisor registered with Schwab Wealth Advisory, Inc. Andrew has been in the industry since October 6, 2017. Andrew is registered with the following securities regulators: Texas. Schwab Wealth Advisory, Inc. is a registered investment adviser with offices in Westlake, TX. Andrew's current firm offers financial planning and portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
09/24/2021 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
02/17/2017 - 02/02/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 03/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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