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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kathol is a financial advisor with Advisor Share Wealth Management. Andrew has been in the financial services industry for over 18 years. Andrew specializes in providing financial planning, portfolio management, and other advisory services for individuals and businesses. Andrew has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Andrew is registered in Nebraska as an Investment Advisor Representative. Andrew is a Series 7, 63, 66, 3, 34, 4, and 24 licensed professional.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
WA
10/30/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
NE
08/02/2021 - 06/23/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Omaha NE)
NE
04/22/2006 - 04/20/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
02/12/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 01/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/02/2011
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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