Unclaimed
Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. Andrew has been in the financial industry since 2006. Andrew specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Andrew is registered with the state of Arizona as a Registered Investment Advisor (RIA) and is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7) and a General Securities Sales Supervisor (Series 9, 10). Andrew holds the Series 65 license. Andrew has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
1
2
MO
03/17/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AZ
01/01/2008 - 03/20/2017
WELLS FARGO CLEARING SERVICES, LLC (SIERRA VISTA AZ)
AZ
08/29/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIERRA VISTA AZ)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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