Unclaimed
Donald Orin Andrus is a financial advisor with over 15 years of experience in the financial services industry. Donald is currently registered with Navy Federal Investment Services, LLC and holds licenses in several states, including Maryland, Florida, Pennsylvania, and Texas. Before joining Navy Federal Investment Services, LLC, Donald held positions at firms such as Lincoln Financial Advisors Corporation and AXA Advisors, LLC. He holds several licenses, including Series 7, Series 24, Series 66, and Series 99TO. Donald specializes in working with high-net-worth individuals and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
06/10/2022 - Present
Navy Federal Investment Services, LLC (GERMANTOWN MD)
MD
03/19/2009 - 04/29/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CHEVY CHASE MD)
VA
12/17/2007 - 01/15/2009
AXA ADVISORS, LLC (FALLS CHURCH VA)
MD
09/09/2005 - 10/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
MN
09/09/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Andrus is the right advisor for you? Invested Better is here to help.