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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Whitten is an investment advisor representative with PFG Private Wealth Management, LLC. Andrew has been in the industry since March 2005 and has experience in providing investment advisory services to both individuals and families. Andrew holds the Series 6 and Series 65 licenses. Andrew also operates an independent insurance agency. Andrew has offices located in Lutz, Florida.
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.
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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2
FL
10/23/2019 - Present
PFG Private Wealth Management, LLC (LUTZ FL)
MA
03/23/2005 - 11/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 01/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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