Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Klepchick is a financial advisor with Homrich Berg. Andrew has over 30 years of experience in the financial services industry. Andrew is registered with the state of Georgia and is also pending registration in South Carolina. He holds Series 7, 24, 53 and 63 licenses. Andrew's areas of specialization include investments, retirement planning, financial planning, insurance and estate planning. Andrew Klepchick works with individuals, families, trusts, estates and businesses.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay 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.
A percentage of the total value of assets under management is charged.
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GA
01/01/2025 - Present
Homrich Berg (ATLANTA GA)
GA
08/01/2001 - 03/11/2008
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
GA
03/05/1998 - 08/01/2001
ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)
IA
03/01/1989 - 03/23/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
07/29/1986 - 03/09/1989
SOURCE SECURITIES, INC.
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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