Unclaimed
Andrew Clay Helmich is a financial advisor associated with First Command Advisory Services. Andrew has been working in the financial industry since August 2020. Andrew is registered with FINRA as a Registered Representative and is licensed to provide financial services in Georgia. Andrew has passed the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Andrew has provided services to a variety of clients including corporations, individuals, high-net-worth individuals, charitable organizations, and pension plans. Andrew has experience providing portfolio management services, and financial planning.
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.
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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SC
01/27/2025 - Present
First Command Advisory Services (North Augusta SC)
BC
Issued 08/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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