Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Maxwell Denler is a financial advisor with over 10 years of experience in the industry. Andrew holds both Series 6 and 63 licenses. Andrew is currently registered as an Investment Advisor Representative with Alliant Retirement Consulting. Alliant Retirement Consulting is an investment advisory firm that specializes in pension consulting. They provide a range of services, including asset management, financial planning, and retirement planning. The firm manages assets of $10 billion to $50 billion and manages accounts for over 800 clients. Andrew has a background in investment advisory and insurance. Prior to joining Alliant Retirement Consulting, Andrew worked at Cetera Advisor Networks LLC and Transamerica Investors Securities Corporation. Andrew also serves as the secretary for The Babylon Chorale, 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset-based fees on pension plans under advisement
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2
NY
04/05/2021 - Present
Alliant Retirement Consulting (New York City NY)
NY
09/03/2013 - 01/11/2024
CETERA ADVISOR NETWORKS LLC (NEW YORK NY)
NY
06/21/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
CA
02/13/2012 - 04/23/2013
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)
IA
Issued 04/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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