Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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