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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Fowler Thomas is a financial advisor who has been in the financial services industry since 2000. Andrew is currently registered with Axxcess Wealth Management, LLC. Andrew has previously worked at ARETE WEALTH MANAGEMENT, LLC, FBR CAPITAL MARKETS & CO., and CREDIT SUISSE SECURITIES (USA) LLC. Andrew holds Series 7, 63, 65, 86, and 87 licenses. Andrew's areas of specialization include financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/19/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
LA
10/01/2009 - 03/06/2020
ARETE WEALTH MANAGEMENT, LLC (Baton Rouge LA)
NY
02/19/2009 - 08/07/2009
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
11/07/2000 - 02/24/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 09/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/11/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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