Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kalpakis is a financial advisor in Portland, Oregon. Andrew has been working in the financial industry since March 7, 2010, and is currently registered with Thrivent Investment Management Inc. Andrew has a diverse background having worked with a variety of firms including Morgan Stanley, Edward Jones, Equitable Advisors, LLC, and WAMU Investments, Inc. Andrew holds several licenses and designations including Series 6, Series 7, Series 24, Series 63 and Series 66. Andrew specializes in providing financial planning and portfolio management for both individuals and businesses.
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.
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.
1
2
OR
08/22/2023 - Present
Thrivent Investment Management Inc. (Portland OR)
OR
02/26/2022 - 04/24/2023
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)
OR
10/09/2017 - 10/25/2021
EQUITABLE ADVISORS, LLC (PORTLAND OR)
OR
11/25/2015 - 12/16/2015
EDWARD JONES (WILSONVILLE OR)
OR
11/02/2012 - 11/13/2015
MORGAN STANLEY (PORTLAND OR)
OR
10/01/2012 - 11/15/2012
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVERTON OR)
OR
03/23/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (CLACKAMAS OR)
AZ
09/06/2007 - 03/09/2009
CHASE INVESTMENT SERVICES CORP. (SEDONA AZ)
BOTH
Issued 02/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Kalpakis is the right advisor for you? Invested Better is here to help.
