Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ataras is a financial professional with over 10 years of experience in the industry. Andrew currently works at Campbell Wealth Management, Inc. in Alexandria, Virginia, where Andrew provides financial planning, investment management, and wealth management services to individuals, families, and businesses. Andrew has a strong background in financial planning and investment management, and is committed to helping clients achieve their financial goals. Andrew holds the Series 7 and Series 66 securities licenses, as well as the Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
06/04/2024 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
MD
05/28/2021 - 03/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Frederick MD)
MD
12/12/2013 - 06/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (FREDERICK MD)
BOTH
Issued 01/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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