Unclaimed
Andrew Kilbarger has been in the financial industry since November 1999. Andrew is a Registered Representative with SPC and has been registered with SPC since January 2010. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans. Andrew is also licensed to sell life insurance products through SPC.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/22/2010 - Present
SPC (ANN ARBOR MI)
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/08/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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