Unclaimed
Andrew Charles Blunt is a financial advisor with The Ameriflex Group, a firm that has been in business since 2000. Andrew has been a financial advisor for over 20 years and is registered with the state of Colorado as an Investment Advisor Representative. Andrew has a wide range of experience in the financial services industry and is committed to helping his clients reach their financial goals. He offers a variety of services including financial planning, investment management, and retirement planning. Andrew is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses.
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.
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.
1
2
CO
01/02/2021 - Present
THE Ameriflex Group (DENVER CO)
CO
04/29/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAKEWOOD CO)
CO
09/29/2009 - 05/04/2020
VOYA FINANCIAL ADVISORS, INC. (DENVER CO)
CO
03/10/2009 - 08/03/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (DENVER CO)
CO
08/29/2001 - 03/05/2009
HARTFORD EQUITY SALES COMPANY INC. (DENVER CO)
MO
08/10/2000 - 06/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 06/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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