Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dickens is a Registered Investment Advisor (RIA) associated with Summit Wealth Partners, LLC. Andrew has been in the industry since 2009 and holds licenses in Florida, Illinois and North Carolina. Prior to joining Summit Wealth Partners, LLC, Andrew was registered with Signator Investors, Inc. and InterSecurities, Inc. Andrew holds the Series 6, 7, 65 and 66 licenses and has experience in financial planning, portfolio management and pension consulting. Andrew's specialties include fixed insurance, annuities, business mergers and acquisitions, tax, accounting, payroll, and business advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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FL
03/26/2024 - Present
Summit Wealth Partners, LLC (ORLANDO FL)
FL
06/19/2009 - 01/07/2014
SIGNATOR INVESTORS, INC. (MAITLAND FL)
FL
02/12/2009 - 02/25/2009
INTERSECURITIES, INC. (MAITLAND FL)
IA
Issued 02/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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