Unclaimed
Mads F Andersen is an active investment advisor representative. Mads has been in the industry since August 27, 2016, and has passed the Series 66, SIE and Series 7 exams. Mads has specialized in various areas, including financial planning, selection of other advisors, and portfolio management for individuals. Mads is currently registered with Valic Financial Advisors, Inc., where Mads has worked since July 3, 2018. Mads previously worked with International Assets Advisory, LLC and MML Investors Services, LLC. Mads's firm offers a range of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. The firm's main office is located in Houston, Texas. Mads has over 300,000 clients with over $25 billion in regulatory assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
FL
07/03/2018 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
FL
05/22/2018 - 07/02/2018
INTERNATIONAL ASSETS ADVISORY, LLC (FORT MYERS FL)
FL
03/25/2017 - 05/18/2018
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
08/25/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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