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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Duhon is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andrew has been in the financial services industry for more than 10 years. Andrew is a Registered Representative with Series 7, 3, 63, and 66 securities licenses, and a Branch Manager with a Series 30 principal license. Andrew has experience in working with high-net-worth individuals, corporations, and charitable organizations. Andrew is registered to provide investment advisory services in Alabama, Colorado, District of Columbia, Florida, Georgia, North Carolina, South Carolina, Tennessee, Texas. Andrew is also registered as an Investment Advisor Representative with Fidelity Personal And Workplace Advisors in Georgia and Texas. Andrew specializes in financial planning, portfolio management, and education seminars. Andrew is a valuable resource for clients seeking to manage their investments and plan for their financial future.
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.
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
GA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
CT
06/10/2019 - 12/06/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
CA
12/02/2016 - 09/15/2017
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
IL
07/01/2015 - 12/13/2016
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 11/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 09/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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