Unclaimed
Andrew Foster Viles is a financial professional with over 19 years of experience in the industry. He has been actively registered with the BC Securities Commission since May 2004. Andrew currently works at Canaccord Genuity Wealth Management (usa) Inc., a firm with a strong presence in Vancouver, BC. He also has experience with Canaccord Genuity LLC in Boston, MA. Andrew's expertise spans a wide range of investment areas, including investment banking, operations, and commodity futures. He holds licenses to operate in multiple states, including California, Massachusetts, New York, and Texas. Andrew's commitment to his clients is reflected in his focus on providing tailored investment advice and portfolio management services.
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.
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.
1
2
NA
06/16/2023 - Present
Canaccord Genuity Wealth Management (usa) Inc. (VANCOUVER )
NA
08/16/2006 - 11/21/2008
CANACCORD CAPITAL CORPORATION USA, INC. (VANCOUVER )
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Andrew Viles is the right advisor for you? Invested Better is here to help.