Unclaimed
Andrew Goos is a financial advisor with over 10 years of experience in the industry. Andrew is registered with Arvest Wealth Management and holds Series 6, 7, 63, and 66 licenses. Andrew offers a variety of financial services including financial planning, investment management, and retirement planning. Andrew's clients include individuals, families, and businesses. Andrew is committed to providing his clients with personalized financial advice that meets their specific needs.
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.
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
MO
02/15/2019 - Present
Arvest Wealth Management (LEE'S SUMMIT MO)
TX
06/26/2012 - 12/09/2015
PRUCO SECURITIES, LLC. (AUSTIN TX)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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