Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kovalcik is a financial advisor who has been working in the industry since 2014. Andrew is currently registered with Edelman Financial Engines. Previously, Andrew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is licensed in both Arizona and Texas and holds the Series 66, Series 7, and SIE licenses. Andrew's specializations include retirement planning, investment management, and insurance. Andrew works with individuals, families, and businesses to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
03/23/2020 - Present
Edelman Financial Engines (LAVEEN AZ)
AZ
04/11/2014 - 07/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 05/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrew Kovalcik is the right advisor for you? Invested Better is here to help.
