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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 Howard Sigler is a financial advisor who has been in the industry since 2002. Andrew is currently registered with Wealthpenn.comllc in Leawood, KS and has been with them since 2017. Prior to that, Andrew was with UBS Financial Services Inc. from 2014 to 2017 and before that Hutchinson, Shockey, Erley & Co. from 2009 to 2014. Andrew has a wide range of experience in the financial services industry and is licensed to provide investment advice in a number of states. Andrew offers a variety of services to his clients, including financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KS
03/26/2020 - Present
Wealthpenn.comllc (Leawood KS)
MO
12/01/2014 - 05/11/2017
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
MO
08/31/2009 - 11/17/2014
HUTCHINSON, SHOCKEY, ERLEY & CO. (KANSAS CITY MO)
MO
10/16/2002 - 09/21/2009
STERN BROTHERS & CO. (KANSAS CITY MO)
MO
05/17/2000 - 08/08/2000
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/19/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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