Andrew Waxman (CRD# 4286534) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 23 years of experience in the finance industry. Andrew Waxman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeffrey B. Waxman, Inc. | Parkland, FL | Oct 2014 - Current | 9 |
| Sole Proprietor Insurance Agent | West Palm Beach, FL | Oct 2014 - Current | 9 |
| Self-employed | Parkland, FL | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- FL
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts113ACCOUNTS
-
Average Account Value$259,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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