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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 Wykretowicz is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, Illinois. Andrew has been in the financial industry since 1998. Andrew has passed the Series 63, 65, 7, 4, 14, 24, 79TO, and SIE exams and is registered with the state of Illinois and 50 other states. Andrew also teaches English As A Second Language at College of DuPage, 4 hours per week, in the evenings. Andrew's current clients include corporations, high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Andrew's specializations include providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
IL
01/05/2015 - Present
Monere Wealth Management, Inc. (SCHAUMBURG IL)
IL
02/20/2007 - 06/12/2014
DAVID A. NOYES & COMPANY (CHICAGO IL)
IL
11/19/2002 - 02/02/2007
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
08/05/2002 - 11/14/2002
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CT
04/27/1998 - 03/13/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
02/15/2000 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
12/05/1997 - 02/06/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
05/28/1997 - 11/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/28/1997 - 11/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/18/2007
Series 14 - Compliance Officer Examination
BC
Issued 08/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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