Unclaimed
Andrew Robert Sandoz is a financial advisor with over 2 years of experience in the industry. Andrew has a strong background in law and business, and he is dedicated to providing personalized financial advice to his clients. Currently, Andrew is registered with LPL Financial LLC, a leading independent broker-dealer and investment advisor, and provides services in a variety of areas, including financial planning, portfolio management, and retirement planning. Prior to joining LPL, Andrew worked at Robinhood Financial, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is committed to helping his clients achieve their financial goals and has a proven track record of success in providing investment 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/11/2024 - Present
LPL Financial LLC (FORT MILL SC)
AZ
08/18/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
03/10/2021 - 07/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Andrew Sandoz is the right advisor for you? Invested Better is here to help.