Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Van erp is a financial advisor with over 20 years of experience in the financial services industry. Andrew is a registered representative of Cambridge Investment Research Advisors, Inc. Andrew has a broad range of experience, including working with individuals, businesses, and charitable organizations. He offers a variety of financial services, including investment management, financial planning, and insurance products. Andrew is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/17/2021 - Present
Cambridge Investment Research Advisors, Inc. (Oxford OH)
OH
06/30/2006 - 12/31/2015
AMERITAS INVESTMENT CORP. (CINCINNATI OH)
OH
12/14/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
04/03/2000 - 09/08/2000
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
OH
04/02/1999 - 02/29/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
ME
07/09/1998 - 06/08/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IL
08/21/1997 - 05/08/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
09/07/1995 - 06/05/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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