Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Fisher is a financial advisor with over 15 years of experience in the industry. He is currently registered as an investment advisor representative with Novare Capital Management, a firm based in Charlotte, North Carolina. Previously, Andrew has worked with several other prominent financial services firms, including Truist Investment Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, Vanguard Marketing Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Andrew holds a number of licenses and certifications, including the Series 6, 7, 7TO, 63, and 65 exams. Andrew's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
04/08/2024 - Present
Novare Capital Management (CHARLOTTE NC)
NC
09/24/2020 - 06/17/2021
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
05/14/2019 - 09/10/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
04/02/2018 - 04/26/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
03/16/2005 - 05/19/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
07/28/2004 - 03/01/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2004 - 03/01/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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