Unclaimed
Andrew Thibeault is a financial advisor with Commonwealth Financial Network and Conestoga Wealth Partners. Andrew has been in the industry since 1996 and is registered with the state of Washington as an Investment Advisor Representative. Andrew specializes in financial planning, portfolio management, and pension consulting.
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.
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
WA
04/17/2019 - Present
Commonwealth Financial Network (Gig Harbor WA)
WA
04/17/2019 - 07/03/2023
COMMONWEALTH FINANCIAL NETWORK (Gig Harbor WA)
WA
09/30/2011 - 04/24/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GIG HARBOR WA)
WA
06/01/2009 - 10/17/2011
MORGAN STANLEY SMITH BARNEY (SILVERDALE WA)
WA
11/04/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SILVERDALE WA)
WA
01/18/1996 - 11/10/2005
MORGAN STANLEY DW INC. (GIG HARBOR WA)
IA
Issued 01/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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