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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 Merchant is a financial advisor with Prime Capital Financial in Overland Park, KS. Andrew has over 10 years of experience in the financial services industry and holds the Series 66, SIE, and Series 7 licenses. Andrew has previously worked at LPL Financial LLC and Fintegra, 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
03/21/2020 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
08/28/2017 - 04/23/2020
LPL FINANCIAL LLC (WICHITA KS)
KS
10/03/2013 - 09/11/2015
FINTEGRA, LLC (WICHITA KS)
KS
09/15/2011 - 09/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA KS)
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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