Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Conner is a financial advisor with Madrona Financial & Cpas, based in Tacoma, WA. Andrew has been in the industry since 1998 and holds Series 7, 31, and 63 licenses. Andrew also holds the SIE license and has passed the Uniform Investment Adviser Law Examination. Madrona Financial & Cpas is an independent registered investment advisor (RIA) providing financial advice to individuals, corporations, and charities. They provide a variety of services including financial planning, portfolio management, and educational seminars.
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.
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.
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.
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WA
09/17/2020 - Present
Madrona Financial & Cpas (Tacoma WA)
WA
08/24/2020 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Tacoma WA)
CO
09/08/2004 - 08/04/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LITTLETON CO)
NY
01/09/2002 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/21/1998 - 12/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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