Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Marvel is a financial advisor with over 15 years of experience in the industry. Andrew has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses. Andrew is currently registered with Osaic Wealth, Inc. and is licensed in Massachusetts. Andrew has a strong understanding of the financial markets and 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.
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AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/06/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/06/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/30/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/30/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/30/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NH
11/20/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
NH
11/21/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (Portsmouth NH)
NH
02/21/2012 - 11/18/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
12/19/2007 - 11/18/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
PA
10/12/2007 - 03/25/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
10/02/2007 - 10/12/2007
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 10/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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