Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dalka is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Andrew has been in the financial industry since April 4, 2010. Andrew has Series 6, 7, 63, 65 and SIE licenses. In addition to working as a financial advisor, Andrew also has a role as an agent for Compass Risk Management. Andrew has worked with various financial institutions throughout their career, including Mutual of Omaha Investor Services, Inc., Securities America, Inc., Ameritas Investment Corp., Nationwide Investment Services Corporation, and Wealth Enhancement Brokerage Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
08/28/2024 - Present
Cambridge Investment Research Advisors, Inc. (Omahaa NE)
MN
11/07/2022 - 01/03/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
OH
09/23/2019 - 10/22/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NE
06/01/2015 - 09/09/2019
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
01/09/2015 - 05/28/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
01/18/2012 - 12/31/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
08/23/2011 - 11/04/2011
PRIMEVEST FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
07/25/2011 - 08/04/2011
STATE FARM VP MANAGEMENT CORP. (LINCOLN NE)
NE
09/16/2008 - 06/23/2011
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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