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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 Kristian Kelsen is a financial advisor with Moneta Group Investment Advisors, LLC. Andrew has been in the financial industry since 1999. Andrew's registration is active in Missouri and Illinois. Andrew has passed the Series 3, 7, 24, 30, 55 and 63 exams. Andrew is also a Registered Investment Advisor (RIA). Andrew has experience working with individuals, high-net-worth individuals, corporations, trusts, estates and pension plans. Andrew specializes in financial planning, portfolio management and pension consulting. Previous firms Andrew has worked at include Sterne, Agee & Leach, Inc., The Malachi Group, Inc., Centennial Capital Management, Inc., Shearson Lehman Hutton Inc., and Prudential-Bache Securities Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MO
01/07/2022 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
IL
04/30/2004 - 12/31/2005
IRON CAPITAL MARKETS, INC. (CHICAGO IL)
AL
08/12/2002 - 04/20/2004
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
GA
06/06/2001 - 07/10/2002
THE MALACHI GROUP, INC. (ATLANTA GA)
GA
07/23/1999 - 06/12/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
NY
07/27/1989 - 01/01/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/23/1988 - 06/15/1989
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2000
Series 30 - NFA Branch Manager Examination
BC
Issued 11/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
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