Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Phillip Ogilvie is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, located in Jacksonville, Florida. Andrew has been working in the financial services industry since 2008. Andrew holds Series 66, Series 7, and SIE licenses and is registered in 52 states and the District of Columbia. Previously, Andrew was employed at USAA Financial Advisors, Inc. and M HOLDINGS SECURITIES, INC., among other firms. Andrew's firm offers various investment services, including financial planning, portfolio management, and educational seminars.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
11/11/2010 - 08/12/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
09/14/2010 - 10/22/2010
M HOLDINGS SECURITIES, INC. (TAMPA FL)
FL
02/24/2009 - 08/03/2010
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
GA
08/01/2008 - 01/27/2009
EDWARD JONES (ROSWELL GA)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrew Ogilvie is the right advisor for you? Invested Better is here to help.
