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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 Vernazza is a financial advisor with Creative Planning, a firm with a focus on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services. Andrew is a Registered Representative and Investment Advisor Representative in Massachusetts and Texas. Andrew has been in the financial services industry since 2001. Andrew has experience with clients in a variety of industries including high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
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2
KS
06/02/2022 - Present
Creative Planning (OVERLAND PARK KS)
MA
10/17/2001 - 10/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTBOROUGH MA)
MN
05/04/2001 - 09/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/04/2001 - 09/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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