Unclaimed
Andrew Verdeyen is a financial advisor with Cerity Partners LLC. Andrew has been in the financial services industry for over 10 years. Andrew is registered with the state of Indiana and Kentucky. Andrew also has a Series 6, 7, 63, and 65 license. Andrew is a Certified Financial Planner. The advisor has experience working with clients like high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Andrew works with clients to develop financial plans, and manage their portfolios. Andrew is dedicated to providing his clients with personalized service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IN
01/01/2025 - Present
Cerity Partners LLC (Indianapolis IN)
IN
10/02/2017 - 01/31/2020
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IN
01/12/2017 - 09/27/2017
AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)
IN
05/03/2016 - 12/31/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Greenfield IN)
MI
10/17/2014 - 05/06/2016
AURORA SECURITIES (TROY MI)
IA
Issued 05/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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