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 Thomas is an investment advisor representative at Edelman Financial Engines, based in Louisville, Kentucky. Andrew has been in the financial services industry for over a decade and has experience with both brokerage and advisory services. Andrew holds a Series 66, Series 7, and SIE licenses, and has held past registrations with U.S. Bancorp Investments, Inc., J.P. Morgan Securities LLC, PNC Investments, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is currently registered with the states of Indiana, Kentucky, and Texas. Andrew's specialties include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
KY
01/09/2023 - Present
Edelman Financial Engines (Louisville KY)
TN
07/30/2019 - 06/28/2022
U.S. BANCORP INVESTMENTS, INC. (CHURCH HILL TN)
IN
05/20/2016 - 06/27/2019
J.P. MORGAN SECURITIES LLC (JEFFERSONVILLE IN)
KY
08/27/2014 - 07/29/2015
PNC INVESTMENTS (LOUISVILLE KY)
KY
12/24/2011 - 08/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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