Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Atherton is a registered investment advisor representative with Osaic Wealth, Inc. in FLINT, MI. Andrew is a seasoned financial professional with experience in the industry since 2000. Andrew is registered with 27 states for securities and 1 state for investment advisory. Andrew is also a registered principal with FINRA. In addition to working with Osaic Wealth, Inc., Andrew is also the sole proprietor of a fixed insurance sales business. Andrew's experience includes work with Woodbury Financial Services, Inc., Quest Capital Corporation, and SII Investments, Inc.
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.
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2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (FLINT MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FLINT MI)
MI
01/16/2004 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FLINT MI)
WI
07/18/2000 - 01/27/2004
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 11/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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