Unclaimed
Andrew Filauro is a registered investment advisor representative with Oxford Financial Group, Ltd., based in PALM BEACH, FL. Andrew has been in the industry for over 8 years, and holds the Series 3, 7, 63, 65, and SIE licenses. Andrew has worked at a number of firms including Goldman Sachs & Co. LLC and Barclays Capital Inc. Prior to joining Oxford Financial Group, Ltd., Andrew was employed by 40 North Management in New York, NY.
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.
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
FL
02/26/2024 - Present
Oxford Financial Group, Ltd. (PALM BEACH FL)
FL
05/15/2018 - 03/03/2022
GOLDMAN SACHS & CO. LLC (WEST PALM BEACH FL)
NY
08/29/2014 - 10/06/2017
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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