Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Mahaven is a financial advisor who has been in the industry since 2008. He is currently registered with Cetera Investment Advisers LLC and is located in Jacksonville, FL. Andrew has previously worked with Securian Financial Services, Inc., BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. He has a variety of licenses and certifications, including Series 6, Series 7, Series 63 and Series 65. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
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.
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.
1
2
FL
07/13/2023 - Present
Cetera Investment Advisers LLC (Jacksonville FL)
FL
05/18/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
FL
05/16/2013 - 04/28/2017
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
02/21/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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