Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Nelesoni Selu is a financial advisor with Edelman Financial Engines. Andrew has been in the industry for over 6 years and has licenses in both California and Utah. Andrew has experience with Fidelity Brokerage Services and E*TRADE Securities. Andrew provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Andrew is committed to providing his clients with personalized financial advice and guidance.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
06/29/2022 - Present
Edelman Financial Engines (WOODLAND HILLS CA)
UT
09/23/2016 - 06/03/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
01/17/2014 - 03/21/2014
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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