Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paul Charbonneau is an investment advisor representative with Osaic Wealth, Inc. and has been active in the financial services industry since August 27, 2014. Andrew has experience providing financial advice to individuals, families, and businesses. Andrew has been a Certified Financial Planner since 2018. The advisor is registered to provide investment advice in Michigan, Florida, Georgia, Illinois, Indiana, Maryland, Nevada, North Carolina, Ohio, Pennsylvania, Utah, Washington, and California.
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.
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MI
06/14/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
08/15/2018 - 06/14/2024
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
10/12/2015 - 08/15/2018
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
03/25/2015 - 10/14/2015
W&S BROKERAGE SERVICES, INC. (CLINTON TOWNSHIP MI)
MI
09/28/2010 - 12/21/2010
CHASE INVESTMENT SERVICES CORP. (STERLING HEIGHTS MI)
MI
01/25/2010 - 05/28/2010
HANTZ FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
IA
Issued 10/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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