Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Seth Borders is a financial advisor who has been in the industry since 2010. Andrew is registered with Cuso Financial Services, LP and has been with the firm since 2013. Prior to joining Cuso Financial Services, LP, Andrew worked for WELLS FARGO ADVISORS, LLC and EDWARD JONES. Andrew has a Series 7 and Series 66 license and is also a Certified Financial Planner. Andrew is registered to provide investment advisory services in Arizona, California, Delaware, Florida, Georgia, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas and Virginia. Andrew specializes in working with high-net-worth individuals, businesses, 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.
1
2
PA
12/21/2023 - Present
Cuso Financial Services, LP (THORNDALE PA)
NC
03/28/2011 - 03/26/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
SC
09/21/2009 - 06/29/2010
EDWARD JONES (INMAN SC)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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