Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Frederick is a registered representative with Newedge Advisors and is based in Jacksonville, FL. Andrew has been in the financial services industry for over 14 years. Andrew is a Registered Investment Advisor Representative (IAR) and has passed the Series 63 and 65 exams. Andrew is licensed in Florida. In addition to his work at Newedge Advisors, Andrew also operates a separate business called Congruent Wealth. Andrew specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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
02/18/2025 - Present
Newedge Advisors (Jacksonville FL)
Active
Inactive
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