Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McCollum is a financial advisor with over 12 years of experience in the financial services industry. Andrew has a broad range of experience and expertise in financial planning, investment management, and retirement planning. Andrew is registered to provide investment advice in 33 states. Andrew has passed a series of exams including Series 6, Series 7, Series 24, Series 63 and Series 65 and holds the Certified Financial Planner designation. Andrew is currently affiliated with LPL Financial LLC where Andrew has been employed since 2017. Before that, Andrew worked with NATIONAL PLANNING CORPORATION since 2011.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MO
11/01/2024 - Present
LPL Financial LLC (SAINT ALBANS MO)
MO
12/21/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (ST. ALBANS RD MO)
IA
Issued 02/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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