Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Genco is an investment advisor representative with Charles Schwab & CO., Inc. Andrew has been in the financial services industry since July 4, 2007. Andrew works in the Phoenix, Arizona area. Andrew is registered with the following securities authorities: the state of Arizona, the state of California and the state of Texas. Andrew has also passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), the General Securities Sales Supervisor - General Module Examination (Series 10) and the General Securities Sales Supervisor - Options Module Examination (Series 9). Andrew specializes in portfolio management for individuals and the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/06/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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