Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Guy Plotner is a registered representative with Fidelity Personal and Workplace Advisors, a firm that manages over $818 billion in assets. Andrew has been in the industry since 2003 and has a strong background in financial planning and portfolio management. Andrew is registered with both the state of Massachusetts and Rhode Island, and is also a registered representative in Texas. He is a Series 63, Series 10, Series 9, Series 24, and Series 7 licensed advisor. Andrew specializes in working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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