Unclaimed
John McAndrews is a registered investment advisor representative with Mariner Wealth located in Plano, TX. John is a registered investment advisor representative in Texas. John has been in the securities industry since October 9, 2020. John previously worked at Fidelity Brokerage Services LLC.
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.
Family office services
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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TX
01/09/2023 - Present
Mariner Wealth (PLANO TX)
TX
10/09/2020 - 04/06/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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