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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Samuel Band is a financial advisor with Edelman Financial Engines. Andrew has been a financial advisor since 2002. Andrew has a strong background in financial planning and portfolio management. Andrew is a Certified Financial Planner and holds the Series 7, 9, 10, 24 and 66 securities licenses. Andrew is registered with the states of Georgia and Texas. Andrew is a specialist in providing financial advice to individuals, corporations and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
GA
01/05/2023 - Present
Edelman Financial Engines (ALPHARETTA GA)
GA
11/26/2013 - 05/31/2019
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
CA
05/23/2007 - 10/21/2013
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
02/02/2006 - 11/10/2006
IFMG SECURITIES, INC. (LARKSPUR CA)
CA
01/28/2004 - 01/19/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
01/31/2002 - 01/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/31/2002 - 01/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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