Premier Advisor
Since 2018, Andrew Douse has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over 7 years in the business, Andrew provides his clients the information they need to choose suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth planning and more. Andrew is also a Certified Investment Management Analyst® Professional.
Andrew is originally from Cape Coral, Florida, and is a graduate of Plymouth State University, where he earned a Bachelor of Science in Biology and was also a member of the men’s NCAA ice hockey team. He and his wife have been married since March of 2024 and have 1 child. In his free time, Andrew enjoys grilling, golfing, camping, and participating in recreational sports. Andrew is an active member of his community and is part of the outreach ministry and young people’s division at his church, Greater Bethel AME in Phoenix.
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.
Please see note in schedule d - miscellaneous
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.
AZ
07/01/2024 - Present
Raymond James & Associates, Inc. (Chandler AZ)
AZ
05/05/2020 - 06/28/2024
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (Tempe AZ)
AZ
03/09/2018 - 05/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
