Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McAtee is a financial advisor with PFS Investments Inc. located in Indianapolis, Indiana. Andrew specializes in providing financial advice and portfolio management for individuals. Andrew is a Registered Representative (RR) and Investment Advisor Representative (IAR) in Indiana, and also holds licenses in California, Florida, Louisiana, Michigan, Missouri, South Carolina, Texas, and Wisconsin. Andrew offers various investment-related products and services, including insurance products, mortgage services, and home security products.
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.
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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IN
04/25/2023 - Present
PFS Investments Inc. (INDIANAPOLIS IN)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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