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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Loving is a financial advisor with over 28 years of experience in the industry. Andy is registered with Natural Investments, a firm based in LOUISVILLE, KY, and provides financial advice to a diverse group of clients including high-net-worth individuals, corporations, and charitable organizations. Andy has experience in various areas of financial planning including investment management, retirement planning, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and Series 65 licenses. Prior to joining Natural Investments, Andy worked at a number of firms including Financial West Group, Walnut Street Securities, Inc., and Titan/Value Equities Group, 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.
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.
A percentage of the total value of assets under management is charged.
Financl plng fees either on a project, hourly or retainer basis
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KY
02/09/2011 - Present
Natural Investments (LOUISVILLE KY)
NV
01/24/2001 - 12/31/2001
FINANCIAL WEST GROUP (RENO NV)
CA
01/06/1995 - 11/13/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
03/26/1993 - 01/06/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 06/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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