Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Toering is a financial advisor with QM Advisors LLC. Andrew has been a registered investment advisor since 2006 and has experience in the financial services industry since 2006. Andrew is a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE licenses. Andrew is a registered investment advisor in Georgia and Texas. Andrew specializes in providing financial planning, pension consulting, and portfolio management services for individuals, pooled investment vehicles, and pension and profit-sharing plans. Andrew has experience working with clients at LPL Financial LLC, INVEST Financial Corporation, Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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GA
08/05/2020 - Present
QM Advisors LLC (PEACHTREE CITY GA)
GA
02/14/2018 - 11/22/2019
LPL FINANCIAL LLC (TYRONE GA)
GA
11/20/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (PEACHTREE CITY GA)
GA
02/25/2011 - 11/24/2015
WELLS FARGO ADVISORS, LLC (LOVEJOY GA)
GA
03/31/2006 - 03/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEACHTREE CITY GA)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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