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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Salak is an Investment Advisor Representative associated with Fiducient Advisors LLC. Andrew has been in the industry since October 2006 and specializes in providing financial planning, portfolio management for individuals, and other investment consulting services. The firm has a focus on serving individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and high net worth individuals. Andrew's work history also includes prior roles at Morgan Stanley and ING Financial Advisors, 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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/12/2021 - Present
Fiducient Advisors LLC (CHICAGO IL)
CT
10/21/2009 - 11/11/2014
MORGAN STANLEY (WEST HARTFORD CT)
CT
10/23/2006 - 01/30/2008
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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