Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Adams is a financial advisor with Addicus Advisory, LLC, based in Oxford, MS. Andrew has been in the financial services industry since 2002. Andrew has a Series 63, 65, 6, 22 and SIE licenses, and is also registered to provide investment advice in Mississippi and Tennessee. Andrew is a licensed agent for and holds ownership of various financial companies and real estate holdings. Andrew is able to offer investment advisory and financial planning services to individual clients and their families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Adviser services to private funds and advisory consulting services
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
MS
01/06/2024 - Present
Addicus Advisory, LLC (OXFORD MS)
MS
12/02/2011 - 12/07/2016
INVEST FINANCIAL CORPORATION (OXFORD MS)
MS
11/15/2007 - 12/05/2011
NEXT FINANCIAL GROUP, INC. (TUPELO MS)
MS
02/17/2006 - 11/16/2007
CALTON & ASSOCIATES, INC. (TUPELO MS)
NY
10/28/2002 - 01/11/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/07/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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