Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dinkelmeyer is an investment advisor representative with Transce3nd LLC, a Registered Investment Advisor firm located in Kyle, Texas. Andrew has been in the financial industry since 2009. He specializes in portfolio management for individuals and businesses, as well as financial planning. He is registered as an investment advisor in multiple states including Arizona, California, Florida, North Dakota, and Texas. Andrew has earned the Series 7 and Series 65 licenses. Prior to joining Transce3nd LLC, he was employed by Wealth Strategies Advisory Group, Center Street Advisors, Center Street Securities, Inc., TCFG Wealth Management LLC, Newbridge Securities Corporation, Calton & Associates, Inc., Scottrade, Inc., National Securities Corporation, and Woodstock Financial Group, Inc.
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.
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
TX
07/27/2023 - Present
Transce3nd LLC (KYLE TX)
CA
03/06/2017 - 07/21/2021
CENTER STREET SECURITIES, INC. (RANCHO SANTA MARGARITA CA)
FL
01/17/2017 - 02/08/2017
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
CA
02/19/2015 - 01/24/2017
TCFG WEALTH MANAGEMENT, LLC (Newport Beach CA)
CA
11/17/2014 - 02/26/2015
CALTON & ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
04/30/2014 - 11/07/2014
SCOTTRADE, INC. (LAGUNA NIGUEL CA)
NY
11/15/2011 - 03/21/2014
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
GA
04/29/2009 - 11/16/2011
WOODSTOCK FINANCIAL GROUP, INC. (WOODSTOCK GA)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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