Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bettinson is an active investment advisor representative at Edward Jones. Andrew has been in the industry since 2002 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states, including Idaho, Texas, and Arizona. Andrew’s firm is a national financial services company providing a range of products and services, including financial planning, investment management, and retirement planning. 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
ID
04/22/2021 - Present
Edward Jones (NAMPA ID)
UT
01/01/2008 - 04/28/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/02/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
TX
02/12/2002 - 06/18/2003
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
BOTH
Issued 02/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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