Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Ely is a financial advisor at Equitable Advisors, LLC. He has over 2 years of experience in the financial industry. Andrew holds a Series 63, 65, and SIE license and has passed the Series 6TO examination. He has worked at Florida Financial Advisors and Trinity Wealth Securities, LLC, in Tampa, FL. Andrew is registered with the state of Florida as both a broker-dealer and an investment advisor representative. Andrew provides financial planning services to individuals, businesses, pension plans, and charitable organizations.
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.
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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2
FL
03/08/2024 - Present
Equitable Advisors, LLC (TAMPA FL)
FL
09/25/2023 - 01/02/2024
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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