Unclaimed
Andrew Charipar is a registered investment advisor representative with Tryon Investments, LLC. Andrew has been in the securities industry since April 2016. Andrew is licensed to provide investment advice in Iowa and South Carolina. Andrew has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Representative Examination (Series 7), and the Securities Industry Essentials Examination (SIE). Andrew is currently registered with FINRA and the state of Iowa. Prior to joining Tryon Investments, LLC, Andrew worked at Modern Equity Services LLC. Andrew holds a degree from the University of Iowa.
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.
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.
Solicitor fees
1
2
IA
04/08/2016 - Present
Tryon Investments, LLC (NORTH LIBERTY IA)
IA
07/24/2017 - 12/31/2017
MODERN EQUITY SERVICES LLC (North Liberty IA)
BC
Issued 03/31/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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