Unclaimed
Andrew Donath is a financial professional with over 25 years of experience in the industry. Andrew has been registered with Vanguard Marketing Corp. since October 15, 1998 and holds a Series 7, 24, and 63 license. Previously, Andrew worked for IDS Life Insurance Company and American Express Financial Advisors Inc. Andrew's experience and qualifications enable him to provide a range of financial services to clients.
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.
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.
1
2
PA
10/15/1998 - Present
Vanguard Marketing Corp. (MALVERN PA)
MN
05/24/1996 - 11/26/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/24/1996 - 07/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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