Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Emerson Shuford is a financial advisor with &partners, a registered investment advisor firm with over 100 employees. Andrew has worked in the financial services industry since 2020 and is licensed in Texas and several other states. Andrew is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Andrew has a Series 63, Series 65 and Series 7 licenses and also holds a Series SIE. Andrew's areas of expertise include portfolio management for individuals and businesses. Andrew's previous experience includes working for Wells Fargo Clearing 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
02/16/2024 - Present
&partners (NASHVILLE TN)
TX
09/15/2023 - 02/20/2024
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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