Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Denny has been in the financial services industry since 1998. Andrew is currently registered as an investment advisor representative with Lincoln Investment and Capital Analysts in Indiana. Andrew also holds a license as an investment advisor representative with Shepherd Financial Investment Advisory LLC in both Indiana and Texas. Andrew has a strong history of experience in the financial services industry, having previously worked with NFP Advisor Services, LLC and Transamerica Financial Advisors, Inc. Andrew specializes in Retirement Plan Consulting and Individual Wealth Management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/02/2015 - Present
Lincoln Investment (Carmel IN)
IN
08/10/2009 - 01/12/2015
NFP ADVISOR SERVICES, LLC (COLUMBUS IN)
IN
06/21/2001 - 08/11/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (COLUMBUS IN)
AL
12/09/1998 - 06/07/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
07/24/1997 - 02/05/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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