Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Grennan Beaugard is a registered representative and investment advisor representative with Planmember Securities Corp. Andrew has been in the industry since 2005 and is active in both the broker-dealer and investment advisor communities. Andrew has worked at National Pension & Group Consultants, Inc. and has experience in providing investment supervisory services, financial planning, pension consulting, educational seminars and selection of other advisors. Andrew has a Series 6, Series 63 and Series 65 license and also holds the SIE exam.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/05/2020 - Present
Planmember Securities Corp. (Kansas City MO)
MO
12/07/2012 - 10/31/2018
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
MO
07/21/2005 - 12/21/2010
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Beaugard is the right advisor for you? Invested Better is here to help.
