Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Saltzman is a financial advisor in Scottsdale, Arizona, and is associated with Beacon Pointe Advisors, LLC. Andrew has been in the securities industry since March 4, 2001. Andrew is licensed to provide investment advice in Arizona, Alaska, Colorado, Nevada, and Texas. Andrew is also a licensed insurance agent. Andrew holds a Series 66 license. Andrew has a designation as a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
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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AZ
05/08/2020 - Present
Beacon Pointe Advisors, LLC (SCOTTSDALE AZ)
AZ
06/21/2005 - 03/14/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
NY
12/18/2001 - 06/29/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
02/05/2001 - 11/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/05/2001 - 11/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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