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 Vix is a financial advisor with Osaic Wealth, Inc., based in Rochester, MN. Andrew has been in the financial services industry since July 2004. Andrew is licensed in Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, North Dakota, Texas, Washington, and Wisconsin. Andrew is a registered representative with FINRA and a registered investment advisor in Minnesota and Texas. Andrew's investment experience includes working for Signator Investors, Inc., and Transamerica Financial Advisors, Inc., before joining Osaic Wealth, Inc. Andrew is a licensed securities agent and has passed the Series 6, Series 7, and Series 63 exams.
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
MN
11/19/2019 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
MN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCHESTER MN)
MN
07/19/2004 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROCHESTER MN)
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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