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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Paul Andrews is a financial advisor with Fidelity Personal and Workplace Advisors, based in Westlake, TX. Eric Paul Andrews has been in the industry since April 2008, previously working with Compass Brokerage, Inc. and Banc One Securities Corporation. Fidelity Personal and Workplace Advisors offers financial planning, investment management, and educational seminars. Eric Paul Andrews is registered in 53 states and the District of Columbia, as well as Texas for Investment Advisor services.
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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/03/2006 - 01/24/2008
COMPASS BROKERAGE, INC. (ARLINGTON TX)
IL
10/25/1999 - 05/02/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
06/06/1997 - 12/11/1997
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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