Unclaimed
Andrew Gipson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Andrew has been in the financial services industry since 2018 and holds both Series 7 and Series 66 licenses. He is a Certified Financial Planner and offers a variety of financial planning services including portfolio management for individuals and businesses, educational seminars and retirement planning. Andrew specializes in helping individuals and families plan for their financial future. Andrew's previous experience includes working at Charles Schwab & Co., Inc. in Orlando, FL, where he provided investment advice to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
04/05/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
03/30/2018 - 05/25/2018
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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