Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Woolley is a financial advisor with Geneos Wealth Management, Inc., a firm based in Englewood, CO. Andrew is registered as a Registered Representative (RA) in Pennsylvania. Andrew has been in the securities industry since December 2015 and has experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Andrew has held positions with MassMutual, MML Investors Services, LLC, and Personal Wealth Advisory, LLC. Andrew is a Certified Financial Planner. Andrew is registered in Delaware, Florida, Kansas, Maine, Nebraska, New York, North Carolina, Pennsylvania, Texas, and Virginia.
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
PA
09/06/2016 - Present
Geneos Wealth Management, Inc. (Lititz PA)
PA
12/02/2015 - 09/12/2016
MML INVESTORS SERVICES, LLC (LANCASTER PA)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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