Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Martin Zender is a Certified Financial Planner® and an Investment Advisor Representative at Financial Plan, Inc. He has been in the financial industry since December 2018. Andrew holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Andrew has been a registered Investment Advisor Representative in Washington since April 2020. Financial Plan, Inc. is a fee-only firm and provides financial planning and portfolio management services for individuals, high net worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
04/07/2020 - Present
Financial Plan, Inc. (BELLINGHAM WA)
IA
Issued 06/07/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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