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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 Williams is a financial advisor with Next Financial Group, Inc. located in SALINA, KS. Andrew Williams is registered with 16 states and holds a Series 63, Series 66, Series 7, and SIE licenses. Andrew has worked as a financial advisor for over 20 years. Andrew Williams has a variety of experience, including working with clients at UMB and LINSCO/PRIVATE LEDGER CORP.. Andrew Williams offers financial planning, portfolio management, and pension consulting services. Andrew Williams is also a registered investment advisor.
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.
Seminar/workshop attendance fees
1
2
KS
04/18/2017 - Present
Next Financial Group, Inc. (SALINA KS)
KS
03/31/2004 - 04/17/2017
UMB FINANCIAL SERVICES, INC. (SALINA KS)
SC
09/26/2000 - 03/30/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 08/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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