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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 Erik Thompson is a financial advisor with Choreo, LLC, a registered investment advisor firm. Andrew has been in the industry for over 15 years and holds the Series 63, 66 and 7 licenses. Andrew is also a Certified Financial Planner. Andrew has previous experience with EDWARD JONES, WM FINANCIAL SERVICES, INC., Enso Wealth Management, and Highland Capital Brokerage, Inc. Andrew provides a range of financial planning services, including investment review and reporting of non-managed assets, retirement plan services, portfolio management for individuals and businesses, and selection of other advisors. Andrew works with a variety of client types, including high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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IL
01/11/2023 - Present
Choreo, LLC (ROCKFORD IL)
CA
09/01/2004 - 05/15/2018
EDWARD JONES (DANVILLE CA)
CA
02/20/2003 - 08/20/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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