Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Anthony Grezaffi is a financial advisor who has been working in the industry since 2004. Andrew is a registered representative with Kg&l Capital Management, LLC and has an active license in Alabama, Louisiana, and Texas. Andrew's firm, Kg&l Capital Management, LLC, provides investment advice to individuals, corporations, and other businesses. The firm also offers financial planning and portfolio management services. Andrew specializes in investment advice, financial planning, portfolio management, and selection of other advisors. He has a Series 7, 6, 63, 65, and 99TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees are negotiable
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2
LA
09/06/2017 - Present
Kg&l Capital Management, LLC (SAINT FRANCISVILLE LA)
LA
04/11/2008 - 08/15/2012
BROKERSXPRESS LLC (NEW ROADS LA)
LA
07/02/2004 - 04/14/2008
ONEAMERICA SECURITIES, INC. (BATON ROUGE LA)
IA
Issued 07/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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