Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Fenton is a financial advisor with over 10 years of experience in the financial services industry. Andrew is currently registered with Buckingham Strategic Partners, LLC and THE Colony Group, LLC. Andrew is also a Certified Financial Planner and has a Series 6, 7, 63 and 66 securities licenses. Andrew has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Andrew specializes in retirement planning, investment management, and estate planning. Andrew's approach is to develop a personalized financial plan that meets the specific needs of each client.
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.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
02/27/2023 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CO
03/18/2019 - 12/31/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
MO
03/20/2013 - 08/21/2018
EDWARD JONES (ST. LOUIS MO)
MO
04/09/2009 - 08/28/2009
PRUCO SECURITIES, LLC. (ST. LOUIS MO)
MO
07/23/2008 - 12/22/2008
PRUCO SECURITIES, LLC. (ST. LOUIS MO)
BOTH
Issued 04/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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