Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Quinten Mauss is an Investment Advisor Representative at Strategic Wealth Partners, Ltd. Andrew has been in the industry since 2000 and holds a Series 65 license. Andrew has a strong focus on financial planning, pension consulting, and portfolio management for individuals. Prior to joining Strategic Wealth Partners, Ltd., Andrew was employed at Samara Investment Management, LLC.
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.
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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OR
06/19/2024 - Present
Strategic Wealth Partners, Ltd. (Lake Oswego OR)
IA
Issued 05/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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