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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 Majd is an investment advisor representative at DEW Wealth Management. Andrew has been in the industry since 2010. Andrew is registered with the state of Arizona and Texas. Andrew has a Series 65 license. Andrew specializes in providing financial planning, pension consulting and educational seminars. Andrew is a financial advisor who works with individuals, charitable organizations, and high-net-worth individuals. The advisor works with clients on a fee-only basis and charges a percentage of assets under management.
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.
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.
Percentage retirement plan assets under advisement
1
2
AZ
02/25/2021 - Present
DEW Wealth Management (SCOTTSDALE AZ)
IA
Issued 08/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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