Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Walther is an investment advisor representative with over 15 years of experience in the financial services industry. Andrew has worked with several firms including BB&T Securities, LLC, Wells Fargo Advisors, LLC, Truist Investment Services, Inc., and Raymond James & Associates, Inc. Andrew is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Andrew specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/12/2024 - Present
Raymond James & Associates, Inc. (Tampa FL)
FL
02/17/2021 - 10/14/2021
TRUIST INVESTMENT SERVICES, INC. (TAMPA FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
08/30/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TAMPA FL)
FL
07/25/2007 - 08/26/2016
WELLS FARGO ADVISORS, LLC (TAMPA FL)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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