Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Chapman is a financial advisor who has been in the industry since 2011. Andrew is currently registered with Keel Point, LLC and has a Series 66, Series 7, and SIE license. Andrew has previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Andrew is registered with the following states: Alabama, Florida, and Texas. Andrew Michael Chapman specializes in providing financial planning, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Andrew Michael Chapman is also a small shareholder of a local bank, Merit Bank.
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.
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.
Consulting service to third-party ria
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 calculated based on the performance of your investments relative to a benchmark.
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2
AL
08/15/2017 - Present
Keel Point, LLC (HUNTSVILLE AL)
AL
04/10/2013 - 11/13/2015
MORGAN STANLEY (HUNTSVILLE AL)
AL
10/04/2011 - 03/28/2013
WELLS FARGO ADVISORS, LLC (HUNTSVILLE AL)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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