Unclaimed
Andrew Borger is a registered representative with Money Concepts Capital Corp. Andrew is licensed in Iowa and holds the Series 7TO and SIE registrations. Andrew is also a Board Member at the Ridge Golf Club and is a member of the Advisory Council at the Family Crisis Center. Andrew has prior experience working in the financial services industry with American State Bank and Diamond Vogel. Andrew specializes in providing financial planning, general consulting services, and portfolio management for 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
IA
09/16/2024 - Present
Money Concepts Capital Corp. (SIOUX CENTER IA)
BC
Issued 06/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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