Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Calder is a financial advisor at Creative Planning. Andrew has been in the financial industry since 2012 and has a deep understanding of the investment landscape. Andrew works with a variety of clients, including individuals, families, businesses, and retirement plans. Andrew holds the Series 6, 63, 65, and SIE licenses. Andrew is committed to providing clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
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
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
NC
11/10/2021 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHARLOTTE NC)
CT
05/01/2014 - 08/17/2015
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
09/10/2012 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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