Unclaimed
Andrew Cronk is a financial advisor registered with Charles Schwab & Co., Inc. Andrew has been in the industry since 2013. Andrew has a Series 7, Series 66, Series 9, Series 10 and Series 24 license. Andrew has experience working with TD Ameritrade, Inc. and Ameriprise Financial Services, Inc. Andrew is registered with the state of Texas. Andrew is registered as an investment advisor representative and is licensed to sell securities and provide investment advice in Texas and is also licensed to provide investment advice in many other states. Andrew is a board member of the Fort Worth Chamber of Commerce.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/25/2022 - Present
Charles Schwab & CO., Inc. (Fort Worth TX)
TX
11/03/2015 - 05/19/2024
TD AMERITRADE, INC. (FORT WORTH TX)
NV
06/20/2013 - 11/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NV
12/18/2012 - 02/20/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 04/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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