Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Prentice is a financial advisor at Prentice Financial Planning, LLC. Andrew has been in the financial services industry since 2006. Andrew is a Certified Financial Planner™ professional and is licensed to provide investment advice in Washington and Texas. Andrew specializes in providing financial planning and portfolio management for individuals. Andrew has extensive experience in working with high-net-worth individuals and has a strong track record of success in helping clients achieve their financial goals.
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.
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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WA
08/17/2017 - Present
Prentice Financial Planning, LLC (Olympia WA)
WA
09/01/2006 - 07/25/2012
LPL FINANCIAL LLC (OLYMPIA WA)
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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