Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Estevez is a registered Investment Advisor Representative in the state of Florida. He has been in the industry since June 2014 and currently works for Finaccess Advisors, LLC. Andrew is Series 65 licensed. He is able to provide investment advisory services for individuals, businesses, pooled investment vehicles, and trusts. Andrew's specializations include managing investments in stocks, bonds, mutual funds, and options, and he is also a financial planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth mgmt services
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.
Referral fees from custodians
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FL
12/16/2014 - Present
Finaccess Advisors, LLC (MIAMI FL)
IA
Issued 09/22/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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