Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Denis is a financial advisor with over 20 years of experience in the industry. Andrew holds Series 7, 24, and 63 securities licenses and is also a Certified Financial Planner. Andrew is currently registered with Steward Partners Investment Advisory, LLC in Clearwater, Florida and New York, New York. Andrew is also registered as an Investment Advisor Representative in Texas. Previously, Andrew has held positions with a variety of firms including Cetera Investment Services LLC, Securities America, Inc., NFP Securities, Inc., FFP Securities, Inc., and Investment Management & Research, Inc. Andrew is passionate about helping clients achieve their financial goals and has a strong commitment to providing personalized service.
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 9/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/1/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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