Unclaimed
Andrew Kenneth Flinton is a financial professional registered in Oklahoma. He is a Certified Financial Planner and has been in the industry since 2008. Andrew has experience at both Retirement Investment Advisors Inc. and Morgan Stanley Smith Barney. His specializations include Retirement Planning, Investment Advice, and Financial Planning Services.
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
OK
07/29/2011 - Present
Retirement Investment Advisors Inc. (OKLAHOMA CITY OK)
OK
06/01/2009 - 10/14/2010
MORGAN STANLEY SMITH BARNEY (OKLAHOMA CITY OK)
OK
04/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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