Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Davault is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. located in Scottsdale, AZ. Andrew has been in the industry since 2022 and holds Series 63, 66, and 7TO licenses, as well as the SIE exam. Andrew is also registered to provide investment advisory services in 51 states and the District of Columbia.
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
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2
AZ
08/14/2023 - Present
Charles Schwab & CO., Inc. (Scottsdale AZ)
BOTH
Issued 08/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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