Unclaimed
Andrew Labas is a financial advisor at Ignite Planners LLC, with over 20 years of experience in the financial services industry. Andrew has a diverse background, having worked with a number of firms including UBS Financial Services Inc., Girard Securities, Inc., and Cetera Advisor Networks LLC. Andrew holds a Series 7, Series 24, and Series 66 license as well as the SIE designation. Andrew is also a Certified Financial Planner (CFP). Andrew provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients in California and Mississippi.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/26/2023 - Present
Ignite Planners LLC (SAN CLEMENTE CA)
MS
11/01/2017 - 08/30/2018
CETERA ADVISOR NETWORKS LLC (CORINTH MS)
MS
02/17/2006 - 11/01/2017
GIRARD SECURITIES, INC. (CORINTH MS)
NJ
12/19/2002 - 03/13/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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