Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wallace is a financial advisor who has been in the industry since 2001. He is a registered representative with Silver Oak Securities, Inc. and is licensed to provide financial advice in multiple states. Andrew has experience in both securities and insurance. He provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients. Andrew is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
01/29/2021 - Present
Silver OAK Securities, Inc. (Sevierville TN)
GA
08/30/2021 - 08/15/2024
LAMON & STERN, INC. (ATLANTA GA)
TN
02/01/2007 - 09/02/2008
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TN
05/31/2002 - 02/02/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (KNOXVILLE TN)
IL
04/09/2001 - 06/03/2002
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BC
Issued 07/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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