Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michel Denis is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC, based in Clearwater, Florida. Andrew has over 22 years of experience in the financial services industry. He is a Certified Financial Planner™ and is registered to provide investment advice in 28 states. Andrew is committed to providing financial guidance and building long-term relationships with clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
FL
07/11/2024 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
08/10/2016 - 07/11/2024
CETERA INVESTMENT SERVICES LLC (LARGO FL)
FL
08/23/2012 - 10/21/2013
SECURITIES AMERICA, INC. (CLEARWATER FL)
TX
07/19/2001 - 11/12/2003
NFP SECURITIES, INC. (AUSTIN TX)
MO
09/01/1998 - 07/23/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
09/21/1994 - 09/01/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 09/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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