Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Harrison Betts is a financial advisor with over 15 years of experience in the industry. Andrew is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Andrew has previously worked with LPL Financial LLC and Purshe Kaplan Sterling Investments. He is currently registered with Hightower Advisors, LLC. Andrew specializes in working with high-net-worth individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and treasury management services.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
04/05/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
MA
09/17/2020 - 04/04/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lexington MA)
MA
10/12/2007 - 10/21/2020
LPL FINANCIAL LLC (LEXINGTON MA)
IA
Issued 03/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Betts is the right advisor for you? Invested Better is here to help.
