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Andrew Konchan

Calamos Financial Services LLC

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About Andrew Konchan

Andrew Konchan is a financial advisor with over 10 years of experience in the industry. Andrew is currently registered with Calamos Financial Services LLC. Andrew has held previous roles with FIS Brokerage & Securities Services LLC, Penson Financial Services, Inc., Fortis Clearing Americas LLC, and LaSalle Financial Services, Inc. Andrew has passed the Series 63, Series 24, SIE, and Series 7 exams. Andrew is currently registered with the state of Illinois.

Firm Information

Andrew Konchan is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Andrew Konchan’s Registration & Firm History

IL

02/08/2018 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

IL

03/31/2014 - 06/09/2016

FIS BROKERAGE & SECURITIES SERVICES LLC (LOMBARD IL)

TX

05/26/2010 - 04/16/2012

PENSON FINANCIAL SERVICES, INC. (DALLAS TX)

IL

01/18/2008 - 11/04/2009

FORTIS CLEARING AMERICAS LLC (CHICAGO IL)

IL

01/19/2004 - 09/12/2006

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Konchan.
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