Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Davis is a financial advisor with Seamless Financial Planning. Andrew has been in the financial services industry for over 8 years. Andrew has a Series 6 and Series 65 license. Andrew is a Certified Financial Planner. Andrew specializes in financial planning and portfolio management for individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
08/16/2019 - Present
Seamless Financial Planning (LITTLETON CO)
CA
03/10/2015 - 10/12/2015
SANDERS MORRIS HARRIS INC. (CENTURY CITY CA)
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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