Unclaimed
Andrew David Medders is a financial advisor who has been in the industry since 2007. Andrew is currently registered with Mercer Global Advisors Inc. and is licensed in Georgia, Louisiana, and Texas. Andrew's previous experience includes working with Fidelity Brokerage Services LLC and Strategic Advisors, Inc. in Georgia. Andrew is a Certified Financial Planner and specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Andrew also provides trust services, estate planning, tax return preparation, and consultation.
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.
Trust services, estate planning, tax return preparation, consultation
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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GA
12/24/2020 - Present
Mercer Global Advisors Inc. (Atlanta GA)
GA
03/02/2007 - 04/06/2017
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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