Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ross is a financial advisor at Independent Financial Partners, a financial firm that serves individuals, businesses, and institutions. Andrew has over 20 years of experience in the financial services industry. Andrew specializes in financial planning, portfolio management, and investment advice. Andrew is registered to provide investment advice in California, Colorado, Idaho, Nevada, and Utah.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
03/03/2021 - Present
Independent Financial Partners (TAMPA FL)
CO
08/30/2013 - 01/15/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/18/2011 - 08/09/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
03/15/2001 - 03/29/2011
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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