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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 Whitaker is a financial advisor with Osaic Wealth, Inc., specializing in providing financial planning and portfolio management for individuals and businesses. Andrew has been a registered representative for over 11 years and holds the Series 7, Series 66, and SIE licenses. Andrew is also a Certified Financial Planner™. Andrew has experience in serving a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Andrew is licensed to provide financial advice in multiple states.
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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2
FL
09/29/2023 - Present
Osaic Wealth, Inc. (JACKSONVILLE FL)
FL
04/24/2017 - 10/27/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Jacksonville FL)
FL
04/03/2013 - 03/13/2017
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
FL
02/13/2012 - 03/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 03/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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