Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Marinos is an investment advisor representative with over 20 years of experience in the industry. Andrew is currently registered with Charles Schwab & CO., Inc. as an Investment Advisor Representative and is licensed in California and Texas. Before joining Charles Schwab & CO., Inc., Andrew worked for FIDELITY BROKERAGE SERVICES LLC. Andrew has a wide range of experience and is dedicated to providing quality financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Mission Viejo CA)
CA
03/06/2001 - 12/20/2006
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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