Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Elmore is an active investment advisor representative at Osaic Wealth, Inc. Andrew is licensed in 12 states, including Tennessee, New York, Texas, and Illinois. Andrew has been in the financial services industry since January 7, 2019. Andrew holds Series 6, 63, and 65 licenses. Andrew has been registered with Securities America, Inc. and Mutual of Omaha Investor Services, Inc. in the past. Andrew provides financial planning services, pension consulting, and educational seminars. Andrew also specializes in portfolio management for businesses and individuals. Andrew is also a committee member for the Williamson County Association of Realtors.
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.
1
2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (Franklin TN)
TN
05/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Franklin TN)
TN
01/08/2019 - 05/18/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FRANKLIN TN)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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