Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Huber is a financial advisor with over 20 years of experience in the financial industry. Andrew Huber is a registered representative with United Planners' Financial Services Of America A Limited Partner. Andrew Huber also has previous experience with D & D Securities, Inc., CV BROKERAGE, INC, PTR, INC., J.A.K. SECURITIES, INC., ACCESS SECURITIES, LLC, and BLACKWOOD SECURITIES, LLC. Andrew Huber has a wide range of experience and is able to help clients with a variety of financial needs.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
06/07/2023 - Present
United Planners' Financial Services OF America A Limited Partner (VORHEES NJ)
PA
09/17/2019 - 05/08/2023
D & D SECURITIES, INC. (PHILADELPHIA PA)
NJ
06/01/2015 - 09/17/2019
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
NJ
01/15/2013 - 05/26/2015
PTR, INC. (COLLINGSWOOD NJ)
PA
10/11/2011 - 01/09/2013
J.A.K. SECURITIES, INC. (COLLEGEVILLE PA)
CT
01/16/2002 - 09/30/2011
ACCESS SECURITIES, LLC (STAMFORD CT)
NY
06/14/2001 - 01/10/2002
BLACKWOOD SECURITIES, LLC (NEW YORK NY)
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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