Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Harmon is a financial professional with over 14 years of experience in the financial services industry. Andrew holds a Series 6, Series 63 and Series 65 licenses. Andrew is currently registered as an Investment Adviser Representative with AE Wealth Management, LLC in Rhode Island. Andrew's previous experience includes roles at PFS Investments Inc. and New Horizon Consulting. Andrew specializes in retirement planning, college savings, and investment management. Andrew is committed to providing personalized financial advice to help 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.
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.
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RI
09/12/2023 - Present
AE Wealth Management, LLC (North Smithfield RI)
MA
03/25/2011 - 12/31/2012
PFS INVESTMENTS INC. (W. BRIDGEWATER MA)
MA
10/08/2009 - 12/31/2010
PFS INVESTMENTS INC. (W. BRIDGEWATER MA)
IA
Issued 06/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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