Unclaimed
Andrew Downing is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andrew has been in the securities industry since 2015. Andrew is registered with the state of Colorado and Texas. The advisor is located in Greenwood Village, Colorado. Andrew works with individual investors and businesses as well as charitable organizations, pensions and profit-sharing plans. The advisor provides financial planning and portfolio management 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
CO
09/17/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
11/29/2021 - 08/17/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
09/03/2020 - 11/15/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
03/31/2015 - 07/31/2020
CHARLES SCHWAB & CO., INC. (Denver CO)
BOTH
Issued 02/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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