Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sontag is a financial advisor with Carlsbad Wealth Advisory Group, Inc., located in Carlsbad, CA. Andrew has been in the financial services industry since February 2006. Andrew is a Registered Investment Advisor (RIA) and holds the Series 7 and Series 66 licenses. Andrew is also a Certified Financial Planner™. Andrew specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Andrew's firm manages approximately $204 million in assets.
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.
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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CA
03/26/2008 - Present
Carlsbad Wealth Advisory Group, Inc. (CARLSBAD CA)
CA
02/17/2006 - 04/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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