Unclaimed
Andrew Bekius is a financial advisor registered with U.S. Bancorp Investments, Inc. Andrew has been in the industry since February 2020 and is registered with the Securities and Exchange Commission as an investment advisor representative. Andrew holds Series 7, 66, and SIE licenses. Andrew is a former pastor and executive director of a global interfaith nonprofit.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/12/2021 - Present
U.s. Bancorp Investments, Inc. (Mankato MN)
MN
02/11/2020 - 10/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PAUL MN)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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