Unclaimed
Andrew Varner is an investment advisor representative at Osaic FS, Inc., a firm with over 655 registered representatives and 446 licensed agents. Andrew is registered in Texas. Andrew joined Osaic FS, Inc. on April 4, 2018, after 14 years at Lincoln Financial Securities Corporation. Andrew has been working in the financial industry since July 25, 2003. Andrew holds the following licenses: Series 6, Series 63 and Series 65, and the SIE exam. Andrew specializes in providing investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Osaic FS, Inc. provides investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer financial planning, educational seminars, and selection of other advisors.
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.
Retirement plan consulting services provided on limited basis.
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.
1
2
TX
04/04/2018 - Present
Osaic FS, Inc. (HOUSTON TX)
TX
02/03/2003 - 10/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
IA
Issued 02/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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