Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Raymond Porter is a financial advisor with over 16 years of experience in the industry. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Charles Schwab & CO., Inc. since September of 2016. Andrew has worked in the financial services industry since August of 2007 when he joined VANGUARD MARKETING CORPORATION. Andrew is licensed to provide investment advice in all states except New York, where he is licensed to sell securities only. Andrew has a broad range of experience and knowledge in financial planning, portfolio management and other services. Andrew is a registered representative of Charles Schwab & CO., Inc., and an investment advisor representative of Schwab Private Client Investment Advisory, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/09/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
AZ
08/09/2007 - 09/21/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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