Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Koncak is a financial professional who has been in the industry since February 28, 2021. Andrea is currently registered with Northwestern Mutual Investment Services, LLC and holds the Series 63, Series 6TO, and SIE licenses. Andrea is licensed to provide investment advice in Minnesota.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MN
03/01/2021 - Present
Northwestern Mutual Investment Services, LLC (EDINA MN)
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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