Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Krepelka is a financial professional with extensive experience in the financial services industry. Andrew is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has been actively involved in the financial services industry since 2011. Andrew has worked with firms including Nuveen Securities, LLC, and American Funds Distributors, Inc.. Andrew has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial guidance. Andrew holds multiple licenses and certifications, including Series 6, 7, 63, and 65. Andrew specializes in financial planning, selection of other advisers, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
09/03/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CAMBRIDGE MA)
IL
02/14/2017 - 08/20/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
CA
01/21/2015 - 02/10/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
CA
10/01/2014 - 12/31/2014
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
CA
01/05/2010 - 07/28/2011
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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