Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Massieon is a financial advisor with over 26 years of experience in the industry. Andrew currently works with LPL Financial LLC, a large financial services firm with over $50 billion in assets under management. Previously, Andrew worked with Ameritime, LLC, a registered investment advisor firm, and Securities America, Inc. Andrew has a wide range of licenses and certifications, including Series 6, 7, 63, and 65. Andrew is also a registered investment advisor in Kansas and Texas. Andrew has expertise in a variety of financial planning areas, including retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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CA
03/07/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
KS
07/17/2017 - 03/13/2024
SECURITIES AMERICA, INC. (OLATHE KS)
KS
10/17/2006 - 07/19/2017
NATIONAL PLANNING CORPORATION (OLATHE KS)
KS
10/01/2002 - 10/17/2006
AMERICAN GENERAL SECURITIES INCORPORATED (OLATHE KS)
TX
04/29/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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