Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Koenig is a financial advisor who has been active in the industry since December 1990. Andrew has a total of 8 years of experience at Victoria Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Raymond James Financial Services Advisors, Inc. in January 2009. Andrew is registered with the state of Texas and holds several licenses, including Series 7, Series 24, and Series 63. Andrew provides various advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Andrew also has experience with rental real estate.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SEGUIN TX)
NA
09/28/1992 - 06/21/1994
VICTORIA SECURITIES CORPORATION
NY
12/04/1990 - 10/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Koenig is the right advisor for you? Invested Better is here to help.
