Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dietz has been in the financial services industry since June 20, 1996. Andrew is currently a registered representative with Independent Financial Partners and Monumental Wealth, LLC. Andrew has held previous positions with Realta Equities, Inc., Janney Montgomery Scott LLC, Ferris, Baker Watts Incorporated, and Mid Atlantic Investor Services, Inc. Andrew has a wide range of experience in the financial services industry, and is well-qualified to provide financial advice to individuals, families, and businesses.
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.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
MD
06/26/2024 - Present
Independent Financial Partners (Hunt Valley MD)
MD
07/26/2013 - 06/28/2024
REALTA EQUITIES, INC. (HUNT VALLEY MD)
MD
07/11/2008 - 07/30/2013
JANNEY MONTGOMERY SCOTT LLC (TOWSON MD)
MD
01/17/2002 - 07/14/2008
FERRIS, BAKER WATTS INCORPORATED (HUNT VALLEY MD)
DC
09/26/2000 - 12/31/2001
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
MD
06/21/1996 - 09/26/2000
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/24/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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