Unclaimed
Andrew Havemeyer Godfrey is a registered investment advisor representative at Foundations Investment Advisors LLC. Andrew has been in the financial industry since 1988 and has experience in providing investment advice to individuals and businesses. Andrew is licensed to provide investment advice in Colorado and has a Series 65 license. Andrew also has a Series 7 and Series 31 license, which allows him to provide investment advice on securities and futures products. Foundations Investment Advisors LLC is a Registered Investment Advisor located in Phoenix, Arizona with over 187 investment advisors providing investment advice in various asset classes including equity, fixed income, and alternative investments. The firm has over 6 billion dollars in assets under management and is licensed in several states across the country.
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.
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
CO
01/05/2023 - Present
Foundations Investment Advisors LLC (Aspen CO)
NY
08/21/1996 - 11/09/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
10/19/1988 - 04/06/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 01/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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