Unclaimed
Andrew Douglas Wilson is an Investment Advisor Representative at Empower Advisory Group, LLC. Andrew has been in the securities industry since December 2000 and has a broad range of experience. Andrew holds Series 6, 7, 31, and 63 licenses as well as the SIE and Series 65. Andrew earned the Certified Financial Planner designation and has a proven track record of providing financial guidance to individuals, families, and businesses. Andrew's current firm is Empower Advisory Group, LLC and is located in Greenwood Village, CO. Before joining Empower Advisory Group, LLC, Andrew was a registered representative at Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
09/12/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
12/28/2015 - 04/18/2018
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
MA
10/02/2009 - 01/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MA
06/01/2009 - 10/20/2009
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
09/25/2009 - 10/09/2009
AMERIPRISE ADVISOR SERVICES, INC. (BOSTON MA)
MA
05/09/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
02/13/2001 - 05/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
09/21/2000 - 01/03/2001
SUMMIT TRADING, INC. (HOUSTON TX)
NC
05/03/2000 - 08/14/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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