Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stevens is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with Schwab Wealth Advisory, Inc. and is also registered with the states of Virginia and Texas. Prior to joining Schwab Wealth Advisory, Inc., Andrew was a financial advisor at TD Ameritrade, Inc. in Tysons Corner, Virginia. Andrew holds the Series 6, 7, 10, 24, 26, 63, and 66 securities licenses and the SIE license. Andrew is also 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.
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
VA
02/16/2023 - Present
Schwab Wealth Advisory, Inc. (Tysons Corner VA)
VA
02/25/2022 - 07/12/2023
TD AMERITRADE, INC. (Tysons Corner VA)
VA
05/06/2011 - 07/25/2017
SUNTRUST INVESTMENT SERVICES, INC. (STERLING VA)
VA
05/23/2008 - 02/01/2011
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
AZ
07/06/2005 - 04/20/2007
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
IL
02/03/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2016
Series 4 - Registered Options Principal Examination
BC
Issued 03/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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